Attorney for SAN DIEGO GAS ELECTRIC COMPANY€¦ · SDGE3247 SW‐ET – Technology Assessment Support ..... 76 3. SDGE3248 SW‐ET – Technology Development ... IDSM efforts continued

#313416

BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA

Order Instituting Rulemaking Concerning Energy Efficiency Rolling Portfolios, Policies, Programs, Evaluation, and Related Issues.

Rulemaking 13-11-005 (Filed November 14, 2013)

SAN DIEGO GAS & ELECTRIC COMPANY (U 902-M) ENERGY EFFICIENCY PROGRAMS ANNUAL REPORT 2016 RESULTS

Ellen N. Adler Attorney for SAN DIEGO GAS & ELECTRIC COMPANY 8330 Century Park Court, CP32D San Diego, CA 92123 Telephone: (858) 654-0220 Facsimile: (619) 699-5027 E-mail: [email protected]

May 1, 2017

BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA

Order Instituting Rulemaking Concerning Energy Efficiency Rolling Portfolios, Policies, Programs, Evaluation, and Related Issues.

Rulemaking 13-11-005 (Filed November 14, 2013)

SAN DIEGO GAS & ELECTRIC COMPANY (U 902 M)

ENERGY EFFICIENCY PROGRAMS ANNUAL REPORT 2016 RESULTS

San Diego Gas & Electric Company (“SDG&E”) hereby submits its 2016 Annual Report

for 2016 energy efficiency programs and accomplishments. The Annual Report is prepared in

accordance with the Administrative Law Judge’s Ruling Adopting Annual Reporting

Requirements for Energy Efficiency and Addressing Related Reporting Issues dated August 8,

2007. The Ruling requires “each utility to file its annual report on May 1 of the year following

the end of a given program year.”

SDG&E’s Annual Report and associated documents, e.g., electric and gas savings for

2016, have also been uploaded and are available for viewing on the California Public Utilities

Commission’s Energy Efficiency Statistics Application (“EESTATs”) website.

Respectfully submitted, /s/ Ellen N. Adler Ellen N. Adler Attorney for SAN DIEGO GAS & ELECTRIC COMPANY 8330 Century Park Court, CP32D San Diego, California 92123 Telephone: (858) 654-0220 Facsimile: (619) 699-5027 Email: [email protected]

May 1, 2017

SAN DIEGO GAS & ELECTRIC COMPANY

ENERGY EFFICIENCY PROGRAMS

ANNUAL REPORT

2016 RESULTS

TableofContents

EXECUTIVESUMMARY................................................................................................................................................7

2016ENERGYEFFICIENCYPROGRAMPORTFOLIOSUMMARY............................................................12

A. StatewideResidentialEnergyEfficiencyPrograms.......................................................................12

1. SDGE3201SWCALSEnergyAdvisor–HEES(UAT)..............................................................12

2. StatewideCALSPREE–PlugLoadandAppliances.................................................................13

a. SDGE3203SW‐CALS–PlugLoadandAppliances–HEER...........................................13

b. SDGE3204SW‐CALS–PlugLoadandAppliances–POSRebates.............................14

c. SDGE3206SW‐CALS–PlugLoadandAppliances–ARP..............................................14

3. SDGE3207SW‐CALSMultifamilyEnergyEfficiencyRebateProgram...........................15

4. SDGE3209SW‐CALSEUCHUP........................................................................................................15

5. SDGE3213SW‐CALS‐CAHP/ESMH–CaliforniaAdvancedHomes..................................17

6. SDGE3214SW‐CALS‐CAHP/ESMH–EnergyStar®ManufacturedHomes.................18

7. SDGE3302SW‐CALS–ResUpstreamHVACEquipmentIncentive.................................19

8. SDGE3303SW‐CALS–ResHVACCodeComplianceIncentive..........................................19

9. SDGE3293SW‐CALSResidentialHVAC‐HVACCore.............................................................20

B. StatewideCommercialEnergyEfficiencyPrograms.....................................................................22

1. SDGE3215SW‐COM‐ContinuousEnergyImprovement......................................................22

2. SDGE3216SW‐COM‐CustomerServices‐Benchmarking.....................................................22

3. SDGE3217SW‐COM‐CustomerServices–AuditsNon‐Res................................................23

4. SDGE3220SW‐COM‐CalculatedIncentives‐Calculated........................................................24

5. SDGE3222SW‐COM‐CalculatedIncentives–SavingsbyDesign......................................25

6. SDGE3223SW‐COM‐DeemedIncentives–CommercialRebates.....................................26

7. SDGE3227SW‐IND‐ContinuousEnergyImprovement........................................................27

8. SDGE3225‐SW‐COM‐DeemedIncentive‐HVACCore.............................................................28

9. SDGE3313‐LocationalEnergyEfficiency(LEE)......................................................................29

C. StatewideIndustrialEnergyEfficiencyPrograms.........................................................................31

1. SDGE3228SW‐IND‐CustomerServices–Benchmarking....................................................31

2. SDGE3229SW‐IND‐CustomerServices–AuditsNon‐Res..................................................31

3. SDGE3231SW‐IND‐CalculatedIncentives‐Calculated..........................................................32

4. SDGE3233SW‐IND‐DeemedIncentives......................................................................................33

D. StatewideAgriculturalEnergyEfficiencyPrograms.....................................................................35

1. SDGE3234SW‐AG‐CustomerServices‐Benchmarking.........................................................35

2. SDGE3236SW‐AG‐CustomerServices–AuditsNon‐Res....................................................35

3. SDGE3237SW‐AG‐CalculatedIncentives‐Calculated............................................................36

4. SDGE3239SW‐AG‐DeemedIncentives........................................................................................38

E. StatewideLightingPrograms..................................................................................................................39

1. SDGE3240SW‐LightingMarketTransformation....................................................................39

2. SDGE3241SW‐Lighting‐LightingInnovation–ETPCMeasureDevelopment(MD)39

3. SDGE3242SW‐Lighting‐LightingInnovation–ETPCPilots...............................................41

4. SDGE3243SW‐Lighting‐LightingInnovation–ETPCAdvancedLED............................41

5. SDGE3245SW‐Lighting‐PrimaryLighting.................................................................................41

F. LocalInstitutionalPartnerships:...........................................................................................................43

1. SDGE3266LInstP‐CADepartmentofCorrectionsPartnership........................................43

2. SDGE3267LInstP‐CaliforniaCommunityCollegePartnership.........................................43

3. SDGE3268LInstP‐UC/CSU/IOUPartnership............................................................................44

4. SDGE3269LInstP‐StateofCalifornia/IOUPartnership........................................................45

5. SDGE3270LInstP‐UniversityofSanDiego(USD)Partnership.........................................46

6. SDGE3271LInstP‐SanDiegoCountyWaterAuthorityPartnership...............................48

G. LocalGovernmentPartnerships:...........................................................................................................51

1. SDGE3272LGP–CityofChulaVistaPartnership...................................................................51

2. SDGE3273LPG–CityofSanDiegoPartnership......................................................................53

3. SDGE3274LGP–CountyofSanDiegoPartnership...............................................................55

4. SDGE3275LGP–PortofSanDiegoPartnership.....................................................................61

5. SDGE3276LPG–SANDAGPartnership.......................................................................................66

6. SDGE3277LGP–SEECPartnership..............................................................................................70

7. SDGE3278LPG–EmergingCitiesPartnership........................................................................73

H. StatewideEmergingTechnologiesPrograms..................................................................................75

1. SDGE3246SW‐ET–TechnologyIntroductionSupport.......................................................75

2. SDGE3247SW‐ET–TechnologyAssessmentSupport.........................................................76

3.SDGE3248SW‐ET–TechnologyDevelopmentSupport......................................................77

I. StatewideFinanceProgram.....................................................................................................................80

1. SDGE3262SW‐FIN–On‐BillFinance...........................................................................................80

J. StatewideCodesandStandardsProgram..........................................................................................81

1. SDGE3249SW‐C&S–BuildingCodes&ComplianceAdvocacy........................................83

2. SDGE3250SW‐C&S–ApplianceStandardsAdvocacy..........................................................85

3. SDGE3251SW‐C&S–ComplianceEnhancement....................................................................86

4. SDGE3252SW‐C&S–ReachCodes................................................................................................91

5. SDGE3253SW‐C&S–PlanningCoordination...........................................................................93

K. StatewideIntegratedDemandSideManagement..........................................................................94

1. SDGE3260Local‐IDSM‐ME&O–LocalMarketing(EE)........................................................94

2. SDGE3261Local‐IDSM‐ME&O–BehavioralPrograms(EE)..............................................98

3. SDGE3282SW‐IDSM–IDSM...........................................................................................................100

L. StatewideMarketing,EducationandOutreach.............................................................................105

1. SDGE3259SW‐ME&O........................................................................................................................105

M. StatewideWorkforceEducation&Training...................................................................................106

1. SDGE3254SW‐WE&T–Centergies.............................................................................................106

2. SDGE3255SW‐WE&T–Connections.........................................................................................108

3. SDGE3257SW‐WE&T–StrategicPlanning..............................................................................109

N. ThirdPartyPrograms...............................................................................................................................110

1. SDGE3211(3P)Local‐CALS–MiddleIncomeDirectInstall(MIDI).............................110

2. SDGE3212(3P)SW‐CALS‐ResidentialHVAC‐QI/QM(“ACQualityCare”)...............110

3. SDGE3218(3P)SW‐COM‐CustomerServices–AuditsHealthcareEnergyEfficiency(HEEP)......................................................................................................................................................111

4. SDGE3219(3P)SW‐COM‐CustomerServices–AuditsLodgingEnergyEfficiency(LEEP)......................................................................................................................................................112

5. SDGE3221(3P)SW‐COM‐CalculatedIncentives–Retrocommissioning(RCx)......113

6. SDGE3224(3P)SW‐COM‐DeemedIncentives–HVACCommercial.............................114

7. SDGE3226(3P)SW‐COMDirectInstall.....................................................................................115

8. SDGE3230(3P)SW‐COM‐CustomerServices‐AuditsComprehensiveIndustrialEnergyEfficiency(CIEEP)...............................................................................................................116

9. CustomerServices–PumpTestServices.................................................................................116

a. SDGE3235(3P)SW‐AG‐CustomerServices‐PumpTestServices...........................116

b. SDGE3291(3P)SW‐IND‐CustomerServices‐PumpTestServices.........................117

c. SDGE3292(3P)SW‐COM‐CustomerServices–PumpTestServices....................118

10.SDGE3279(3P)Res‐ComprehensiveManufactured–MobileHome...........................119

11.SDGE3280(3P)–InnovativeDesignsforEnergyEfficiencyActivities(IDEEA)365...........................................................................................................................................119

12.SDGE3306(3P)–ResidentialSplash..........................................................................................120

13.SDGE3307(3P)–ZeroEnergyLossDrainAdoption...........................................................120

14.SDGE3309(3P)–SustainableLabsProgram..........................................................................121

15.SDGE3310(3P)–MultifamilyHeatPumpOptimizer..........................................................122

16.SDGE3311(3P)–EnergyAdvantageProgram(EAP).........................................................123

O. PilotPrograms.............................................................................................................................................125

1. Prop39ZeroNetEnergy(ZNE)SchoolsPilotProgram.....................................................125

2. StatewideNewFinanceOfferings................................................................................................126

P. HighOpportunityProjectorProgram(HOPP)..............................................................................128

1. SDGE3317HOPPRetrocommissioning(RCx).........................................................................128

2. SDGE3318HOPPMultiFamily......................................................................................................128

Q. SDGE3324Water/EnergyNexusInitiatives...................................................................................130

1. Water‐EnergyNexusCalculatorandMeasureWorkPaperActivities.........................132

2. AdvancedMeteringInfrastructurePilotActivities...............................................................133

3. EnergyMatineePricingTariffPilotActivities.........................................................................135

4. EnergyEfficiencyWENProgramsandActivities..................................................................138

5. EnergySavingsAssistanceWENActivities..............................................................................138

6. WENOutreachEfforts.......................................................................................................................139

R. OtherPrograms...........................................................................................................................................140

1. SDGE3288CustomerRelationshipManagement(CRM)/EnergyEfficiencyCollaborationPlatform(EECP)......................................................................................................140

2. SDGE3281EM&V–EvaluationMeasurementandVerification......................................140

SECTION1‐ENERGYSAVINGS...........................................................................................................................141

SECTION2‐EMISSIONREDUCTIONS..............................................................................................................142

SECTION3‐EXPENDITURES...............................................................................................................................143

SECTION4‐COSTEFFECTIVENESS..................................................................................................................144

SECTION5‐RATEPAYERIMPACTS..................................................................................................................145

SECTION6‐SAVINGSBYEND‐USE...................................................................................................................146

SECTION7‐COMMITMENTS...............................................................................................................................147

SECTION8‐SHAREHOLDERPERFORMANCEINCENTIVES..................................................................148

APPENDIXA‐SDG&E2016ProgramNumbers...........................................................................................149

APPENDIXB‐UpdatedDecember2016MonthlyReport.......................................................................154

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EXECUTIVESUMMARY

SanDiegoGas&ElectricCompany(SDG&E)iscommittedtoenergyefficiencyand

helpingourcustomersmanagetheirenergycostsastheirtrustedenergyadvisor.SDG&E’s

energyefficiencyportfolioisdesignedtopromotetheobjectivesoftheCaliforniaEnergy

EfficiencyStrategicPlan(StrategicPlan)adoptedbytheCaliforniaPublicUtilities

Commission(CPUCorCommission).Usingtheguidingprinciplesofinnovation,integration

andcomprehensivenessthatSDG&Eusedindesigningits2016programportfolio,SDG&E’s

energyefficiencyprogramportfolioachievedsubstantialannualenergysavings.Overthe

pastyear,SDG&E’seffortsresultedinsavingsofover346millionkilowatt‐hours(kWh),

reducedenergydemandbyapproximately93MW,andsavednearly3.6milliontherms.In

additiontohelpingcustomerssavemoney,saveenergy,andlivemorecomfortably,these

gasandelectricenergysavingshavereducedCO2byover288thousandtons,the

equivalentofremovingover55thousandcarsfromtheroadinsupportoftheState’sgoal

ofreducinggreenhousegasemissions.

SDG&Ealsocontinuestoprovideinnovativeanduser‐friendlysolutionstoenable

customerstotakecontroloftheirenergyuseandreducetheirbills.BysigningupforMy

AccountthroughSDG&E'swebsite,customerscanaccesstheEnergyManagementTool,

whichhelpsthemmanagetheirenergyusebyprovidingupdatesonhowandwherethey

useenergythemost.Customerscanconvenientlyaccesstheirconsumptionhistoryviathe

GreenButtonprocess,andhavetheoptiontoauthorizeathirdpartytoreviewandanalyze

theirenergyusedatathroughGreenButtonConnectMyData.Inaddition,SDG&E

customerscanborrowanin‐homedisplaydevicefromSDG&Eatnocosttounderstand

theirhome'senergyuseandidentifyhighenergyuseapplianceswithnear‐realtime

informationandestimatedenergycosts.SDG&E’sMarketplaceofferscustomersaneasy

waytoreviewandpurchaseenergyefficiencyproducts.In2016,SDG&Elaunchedanew

Marketplacefeaturethatprovidesefficiencyratingstohelpcustomersmakeinformed

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decisions.

IDSMeffortscontinuedtoprovidedemandresponseenabledprogrammable

communicatingthermostatstobothresidentialandcommercialcustomersin2016.SDG&Ealso

workswithitsnon‐residentialcustomers,suchasschools,localgovernmentagenciesand

others,todevelopintegratedprojectsthatcombineenergyefficiencymeasuresand

equipmentwithdemandresponseprogramsandsolarphotovoltaicprojectstoenable

themtomeettheirowngreenhousegastargetsandtobeatornearZeroNetEnergy(ZNE).

SDG&EalsoworkswithlocalschoolsastheydevelopenergyefficiencyprojectsunderProp

39.SDG&E’sAB793EnergyManagementSystemsproposalswillhelptolaunchitintothe

futureofinnovativetechnologysolutionsforitscustomersin2017.

AnotherfocusforSDG&Ein2016wastoimprovethecustomerexperiencefor

energyefficiencyprograms.Becauseofinnovativemarketingcampaignsandadditional

customerfriendlyfeaturesliketheefficiencyscore,SDG&E’sMarketplacerebate

processingincreaseddramatically.Bytheendof2016,approximately90%ofSDG&E

residentialrebateswereprocessedthroughMarketplace,whichaimstoprovidethe

customerwithadebitcardrebatewithin10businessdays,significantlyelevatingthe

customerexperiencefromthetraditionalpaperprocessingmethod.SDG&Ealsohadthe

uniqueopportunitytopartnerwiththeSanDiegoPadresforthe“GoingtoBat”promotion.

DuringPadreshomegamesfanswouldbepromptedtotextacode,whichwouldthenreply

withalinktoano‐cost5‐packofLEDstobeorderedthroughMarketplace.Overthecourse

oftheseason,SDG&Edistributed5,0005‐packsofLEDstocustomers,whichledtogreater

awarenessofLEDsandconsequentlyMarketplace.

AnotherwaythatSDG&Eenhancescustomerexperienceisthroughitsannual

EnergyShowcaseawards.Throughthisevent,SDG&Erecognizesnon‐residential

customersthatcompleteexemplarycomprehensiveenergysavingprojects.These

businessandgovernmentpartnersserveasmodelstoothersinthecommunityasthey

haveinstalledenergyefficiencymeasures,participatedindemandresponseprograms,and,

insomecases,implementedwaterconservationeffortsaswell.Thecommonthread

amongallistheircommitmenttogreenpracticesandtheirdesiretocontinuetoexpandin

9

thisarea.2016’swinnersrepresentedavarietyofmarketsegmentsandimplementeda

varietyofenergysavingsmeasures.Inadditiontotheirenergy‐savingefforts,many

winnersalsoofferelectricvehiclechargingtotheiremployeesandvisitors.The2016

EnergyShowcasewinnersandadetaileddescriptionoftheirprojectscanbefoundon

SDG&E’swebsite:http://www.sdge.com/energy‐showcase.

FinancingprogramsalsoallowSDG&Etoprovidethebestpossibleexperienceforits

energyefficiencycustomers.SDG&EcontinueditsOn‐BillFinancingProgramin2016,and

sinceitsinceptionin2006,hasfundednearly1500loanstotalingover$51millionasof

year‐end2016,enablingbusinesses,localgovernments,andinstitutionalcustomersto

pursueincreasinglevelsofenergyefficiency.

Inaddition,SDG&Esupportstheenergyefficiencyeffortsofitslocalgovernment

andinstitutionalpartnerships.SDG&E’spartnerssaveenergywithintheirownfacilities

andoperations,andincreaseawarenessofenergyefficiencyopportunitiesforcustomers

throughavarietyofprogramofferings.In2016,partnershipactivitybegantogalvanize

aroundclimateactionplanningactivities,whichemphasizeenergyefficiencyandother

climaterelatedgoals.

SDG&EhasalsobeenparticipatinginstatewidediscussionswiththeCPUC,local

wateragencies,andotherstakeholderstoprovidewater‐energyconservationand

efficiencymeasurestosupportsolutionstoSouthernCalifornia’scontinuingdrought.In

2016,SDG&Eofferedmeasuressuchaslow‐flowshowerheads,aerators,sprayrinsevalves

andleakdetectionservices.SDG&EparticipatesintheCPUC’sWaterEnergyNexus

proceeding(R.13‐12‐001)astheCPUCseekstofindsolutionsthattheenergyutilitiescan

implementtocontributetowardsalleviatingdroughtconditionsbysavingwaterand

embeddedenergy(e.g.,energyusedintheconveyanceandrecyclingofwater).

SDG&E’senergyefficiencyprogramsarebecomingabiggerpartofthesolutionfor

maintaininggridreliabilityandachievingthestate’saggressiveclimategoals.SDG&E

activelyparticipatesinproceedingsaddressinghowDistributedEnergyResources(DERs),

likeenergyefficiency,canachievethestate’sreliabilityandclimaterelatedgoals1.Tothis

1 Integrated Distributed Energy Resources and Integrated Resource Planning proceedings.

10

end,SDG&EcompleteditsfirsteverLocationalEnergyEfficiencyPilotin2016totesthowa

combinationofenergyefficiencyanddemandresponseactivitiescouldbetargetedto

reduceloadinaspecificarea.SDG&Eisalsoactivelyparticipatinginenergyefficiency

proceedingsdesignedtoimplementSB3502,whichrequiresadoublingofenergyefficiency

by2030.Buildingonsuccessesin2016,SDG&E’senergyefficiencyprogramportfoliois

poisedtolaunchintothefutureofdistributedenergyinCalifornia.

Finally,SDG&Ealsoexperiencedsomeprogramchallengesin2016.Specifically,the

Commercial,IndustrialandAgriculturalRebatesprogramsexperiencedanincreasein

participationprimarilyinLEDfixtures.ThemarketpricesfortheseLEDfixtureshavebeen

trendingdownwardsovertime.Asaresult,theprogramexperiencedhighdemandanda

dramaticincreaseinmarketparticipation.

SDG&Etookthefollowingactionstosupportparticipatingcustomersand

contractorsandmanagecustomerparticipation:

•madeadjustmentstotherebatesforLEDproductsandcommunicatedwith

customersandcontractors;

• requestedandreceivedapprovalforfundshiftstoproviderebatestoall

customerswithqualifiedprojectssubmittedupuntiltheprogramsuspensionat

theendofthethirdquarter;and

•adjustedtheprogramdesigntoincludeamidstreammodelforselectlighting

measureseffectivethesecondquarterof2017.

SDG&Ebelievesthatthere‐designedprogrambeingofferedin2017betterreflects

currentmarketneeds.

Conclusion

2 2017 Energy Efficiency Business Plan (A.17-01-014), Commission Energy Efficiency Proceeding Phase 3 (R.13-11-005), and the California Energy Commission’s Rulemaking “General Rulemaking Proceeding for Developing Regulations, Guidelines and Policies for Implementing SB 350 and AB 802, Docket 16-OIR-01.”

11

SDG&E’senergyefficiencyvisionremainsclearandconsistentwiththeplansand

policiesoftheStateofCaliforniaasadoptedintheStrategicPlan.SDG&Emaintainsits

commitmenttoitscustomers’ongoingchallengeofmanagingtheirenergycoststhrough

energyefficiency,energyconservationanddemandreduction.Improvingtheprogram

portfoliousingtheguidelinesofinnovation,integrationandcomprehensivenesswill

remainanemphasisindesigningandimplementingprograms.SDG&Elooksforwardto

continuedcollaborationwiththeCPUC,state,regional,andotherstakeholderswiththe

transitionintotheRollingPortfolioBusinessPlanstructure,whichisexpectedtoincrease

flexibilityandcontinuityoftheenergyefficiencyportfoliosin2017andbeyond.

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2016ENERGYEFFICIENCYPROGRAMPORTFOLIOSUMMARY

A. StatewideResidentialEnergyEfficiencyPrograms

1. SDGE3201SWCALSEnergyAdvisor–HEES(UAT)

ProgramDescription:

ThisprogramisacontinuationoftheexistingStatewideEnergyAdvisorProgram

(formerlyknownastheHomeEnergyEfficiencySurvey‐HEESProgram)withinthe

residentialenergyefficiencyportfolio.AlthoughthefourCaliforniaIOUssharesimilar

programtheories,goalsanddesignelements,eachIOUmaybeimplementingauniquetool

byadifferentvendor.

In2016,theEnergyAdvisorProgramcontinuedtohelpcustomersunderstandtheir

energyusethroughvarioustoolsandeducationalopportunities.Theprogramutilizes

behavioraloutreachinitiativesandinteractivetoolsdesignedtoengageandencourage

customerstoreducetheirenergyconsumptionthroughprogramrecommendationsand,as

warranted,IntegratedDemandSideManagement(IDSM)opportunities.Additionaltools

thatareavailabletocustomersthroughtheprogramareusageanalysis,householdusage

dataandcomparison,aswellasliteratureandinformationonhowcustomerscansave

moneyandenergy.Thesetoolsutilizesmartmeterdataoracustomer’sself‐reporteddata

toprovideadetailedoverviewofhowenergyisusedintheirhouseholdandwhatcanbe

donetosaveenergyandmoney.

ImplementedStrategies:

InQ4of2016,theprogramsawthegreatestincreaseincustomeractionplan

completionssinceitsinceptionasaresultoftargetedmarketingefforts,whichincluded

leveraging:socialmediasites,bannerinMyAccount,externalmessagestocustomerswho

havecompletedasurveybutnottheactionplan,externalemailsonthereleaseofanew

feature(one‐clickplan),andcollateral/emailsthatweredevelopedforotherprograms

listingEnergyAdvisorasasolutionforcustomers.

13

2. StatewideCALSPREE–PlugLoadandAppliances

ThePlugLoadandAppliances(PLA)Programdevelopsandbuildsuponexisting

retailerrelationships,pointofsalestrategies,andResponsibleApplianceDisposal(RAD)

appliancerecyclingstrategies.Itiscomprisedofthreesub‐programs:HomeEnergy

EfficiencyRebate(HEER)Program,PointofSaleProgram(POS)andApplianceRecycling

Program(ARP).AsdiscussedintheARPsectionofthisdocumenttheARPwasclosedin

thesecondquarterof2016andceasedtoexist.TheremainingPLAsub‐programsoffer

incentivestocustomerstopurchaseandinstallhighefficiencyappliances(suchasENERGY

STAR®)andworkswithotherpartnerstodrivetheadoptionofhigherefficiencyproducts

aswellaswatersavingmeasures.

a. SDGE3203SW‐CALS–PlugLoadandAppliances–HEER

ProgramDescription:

ThePlugLoadandAppliances(PLA)‐HEERProgramprovidesrebatesforenergy

efficientproductssuchasrefrigerators,clotheswashersandpoolpumps.Customerscan

accessrebatesthroughtheSDG&EMarketplaceatmarketplace.sdge.com,orbysubmitting

apaperapplication.Paperapplicationsareavailableat:www.sdge.com/residential/easy‐

and‐affordable‐ways‐save/easy‐ways‐save.


In2016,SDG&Edeactivatednoncosteffectiveand/orunderperforming

downstreammeasuressuchas:insulation,furnaces,androomairconditioners.SDG&E

identifiedareasofopportunitytoboostprogramparticipationsuchasofferinghigher

rebateincentiveamountstocoincidewithretailers’seasonalpromotionsandsimplifying

therebateredemptionprocessthroughtheSDG&EMarketplace(marketplace.sdge.com).

Thepromotionscreatedasenseofurgencyforcustomers,reducedthestepstoredeema

rebateandcreatedacalltoaction.Asaresultoftheseefforts,SDG&Erealizedasubstantial

short‐termincreaseinrebatesprocessedwhileaddingvaluetotheconsumers’overall

purchaseandadoptionoftheproductand/orappliance.

14

b. SDGE3204SW‐CALS–PlugLoadandAppliances–POSRebates

ProgramDescription:

ThePlugLoadandAppliances(PLA)‐POSProgrambuildsuponexistingretailer

relationships,pointofsalestrategies,andincentivestoencouragecustomerstochooseand

installhighefficiency(ENERGYSTAR®)appliancesandwatersavingmeasures.ThePOS

Programprovidesinstantrebatesremovingtheneedforadditionalfollowupbythe

customer.


SDG&E’sPLAProgramsawsuccessintheareasofretailmanagementand

partnerships,training,andin‐storeparticipation.SDG&Econducteddetailedretailer

trainingandeducation,andprovidedcommunicationstoretailpartnerstoensureprogram

detailandupdateswerewidelyknownandacceptedbyretailpartners.Retailpartners

includestoreand/ordepartmentmanagement,supervisors,andsalesleadassociates.The

storetrainingconsistedofin‐storepresentationsandprogramreview,aswellasregular

check‐incallswithstoresinbetweensitevisits.PointofSalesignagewasupdatedwhen

programchangesoccurred,aswellaswhentheprogramrealizedopportunitiesfor

increasedcustomerawareness.

c. SDGE3206SW‐CALS–PlugLoadandAppliances–ARP

ProgramDescription:

TheApplianceRebateProgramcontinueditspartnershipwiththeretailerappliance

recyclingintegrationthroughtheprogram’sclosureinthesecondquarterof2016.This

partnershipfacilitatedtheprocessforresidentialcustomerstooptintoappliancerecycling

atapprovedretaillocations.Thisprocesshelpedtoreducethenumberofcustomersthat

keeporsellsecondaryappliances,therebyremovinghighenergyusageloadsfromthegrid

permanently.Inaddition,thecostsavingstotheprogramwereachievedthroughreduced

bulkpickuppricingattheretailer’scentralizedwarehouse.Inaddition,theSales

PromotionIncentiveFund(SPIF)programwasintroducedtofurtherincreaseretail

participants.

15


Despiteeffortstoincorporatetheretailerappliancerecyclingcomponent,the

program’sdecreasingcosteffectivenessmadeitdifficulttosustainandcontinuetoprovide

theservice.Afterthoroughvettingoftheseprogramissuesamongallinternalandexternal

stakeholdersitwasdeterminedthatSDG&Ewouldclosetheprogram.AnAdviceLetter

(2873‐E)wasfiledwiththedetailsoftheprogramclosureandwasapprovedbytheCPUC

effectiveApril24,2016.

3. SDGE3207SW‐CALSMultifamilyEnergyEfficiencyRebateProgram

ProgramDescription:

TheMultifamilyEnergyEfficiencyRebate(MFEER)Programoffersavarietyof

incentivestomotivatemultifamilypropertyownersandmanagerstoinstallenergy

efficiencyproducts.Theseproductscanbeinstalledinbothcommonareasanddwellings

ofmultifamilycomplexesandincommonareasofmobilehomeparksandcondominiums.

Anadditionalobjectiveoftheprogramistoheightenenergyefficiencyawarenessof

propertyowners,propertymanagers,andtenants.


TheMultifamilyProgramcontinuestointegratevariousSDG&Eprogramstoensure

thatallmultifamilyoffersarepresentedtothecustomer.Additionalfutureintegration

leveragingaSinglePointofContactandregionalcontractorsistargetedfor2017,which

willfurtherstreamlinethecustomerexperience.Insomeareas,SDG&Ealreadyoffersa

one‐stopshopallowingcustomerstobenefitfromMFEER,MIDIandESAPthroughasingle

point.In2016,SDG&Ealsofocusedonrenegotiatingcontractstomaximizeratepayer

dollarsbyloweringthecostsofvariousmeasures.Thegoalfor2017andbeyondisto

implementthiseffortsector‐wide.

4. SDGE3209SW‐CALSEUCHUP

ProgramDescription:

TheEnergyUpgradeCalifornia(EUC)Subprogram(HomeUpgrade)provides

incentivesforcomprehensivehomeupgradestosinglefamilyandmultifamilyresidential

16

customers.Theprogramguidescustomerstoperformenergysavingsretrofitsusinga

wholehouseapproachthatallowscustomerstoachievedeeperandmorecomprehensive

energysavingsinkeepingwiththeenergyefficiencyloadingorder.Thisapproachviews

thebuildingasasetofinterdependentsystemsthatmustbeconsideredholistically.

TherearetwopathsintheHomeUpgradeProgram:(1)Ahomeupgradepaththat

usesadeemed/performancehybridapproach;and(2)anadvancedhomeupgradepath

thatusescomprehensiveenergymodeling.Thesepathsallowthecustomertochoosefrom

avarietyofmeasuresthatbestsuittheirhomeandneeds.

ThereisalsoaMultifamily(MF)componenttothisprogram.TheEUC‐MFProgram

usesaperformance‐basedapproachtoencouragepropertyownerstochoosethemostcost

effectivemeasurestoachieveaminimum10percentimprovement,atthewhole‐building

level,overexistingconditions.EUC‐MFoffersincentivesrangingfrom$550perunitat10

percentimprovement,to$1,500perunitat40percentimprovement.


SDG&EworkedtoupdatethehomeupgradewebsiteandinformationonSDG&E’s

maininternalwebsite.Additionally,thevendor‐hostedwebsitewasremovedandbrought

in‐housetoimprovereal‐timeupdatesandreducecosts(http://www.sdge.com/save‐

money/energy‐upgrade‐california‐home‐upgrade).Thecustomerenrollmentandlead

processwasalsobroughtinhouseusingtheEECPOnlineApplicationportal,whichis

scheduledtogoliveinearly2017.Thevendorhasmonitoredtheexistingwebsiteactivity

andbecauseofvariousHomeUpgrademarketingactivitiesandexternalevents,therehave

beenapproximately2,000customerleadsgeneratedtodate.

SDG&Eworkedcollaborativelytoensureprogramcommunicationswerecurrent,

relevantandtimelyduring2016.Thecommunicationchannelsutilizedforcontractor

engagementwerebi‐monthlynewslettersandquarterlycontractorroundtablemeetings.

ContractorRecruitment&Mentoring

Previouslytheprogramhadstruggledtoproducesignificantimprovementstothe

jobnumbersduetothenumberofinactiveanddisinterestedcontractorstheprogram

carried.In2016,allinactivecontractorswereremovedfromtheprogramandreplacedby

17

contractorsthatwereeagerandwillingtoparticipate.Asaresult,approximately50

contractorsactivelyparticipatein2016,whichresultedinnearly800paidincentive

projectswithroughly70projectsinthejointSDG&E/SCGterritory.

Therecruitmentapproachcontinuestofocusonnewcontractorsthatspecializein

specificindustries(HVAC,HomePerformance,andRemodeling)whichareagoodfitforthe

HomeUpgradeprogram.Additionalfocusisgiventocontractorswhoactivelytryto

promotetheadvancedhomeupgradepathformorecomprehensiveenergysavings

opportunities.

CompletedHomeUpgradeProjects

Areflectionofprogramsuccessdoesnotnecessarilyrestsolelyonthequantityof

participatingcontractorsbutratherintheiractiveparticipationintheprogram.Active

participationresultingincompletedjobshasconsistentlyimprovedyearafteryear.

Completedprojectsin2016increasedbyalmost300over2015.

MultifamilyHomeUpgrade

TheMultifamilyHomeUpgradeProgramcompletedenergy‐efficientupgradesfor

threeprojects,composedof480customerdwellingunits,withanaveragesitesavingsof

approximately24%.Althoughtheaveragesitesavingshaveincreasedsince2015,the

multifamilyprogramcomponenthasseenlessmarketparticipationin2016duetobarriers

suchasinspectionfailures.Barriersincludecommontest‐outmeasurefailureswhich

requirecorrections.Thesecorrectionsdelayprojectcompletionandincentivepaymentsto

thecustomer.

5. SDGE3213SW‐CALS‐CAHP/ESMH–CaliforniaAdvancedHomes

ProgramDescription:

TheCaliforniaAdvancedHomesProgram(CAHP)isacomprehensiveresidential

newconstructionconceptwithacross‐cuttingfocusonsustainabledesignand

construction,greenbuildingpractices,energyefficiency,andemergingtechnologies.

Throughacombinationofeducation,designassistanceandfinancialsupport,theCAHP

workswithbuildingandrelatedindustriestoexceedcompliancewiththeCaliforniaCode

18

ofRegulations,Title24Part6,andBuildingEnergyEfficiencyStandardsforResidentialand

Non‐ResidentialBuildings(Standards),topreparebuildersforchangestotheStandards

andtocreatefuturepathwaysbeyondcomplianceandtraditionalenergysavings

objectives.Participationisopentosingle‐family,low‐riseandhigh‐risemultifamily

residentialnewconstructionbuiltinanIOUserviceterritory.


CAHPsupportsCaliforniabuildingcodechangesfor2016buildingwiththesupport

oftheStatewideCAHPteamandvariouspartnerships.Therewasafocusthisyearon

ensuringthatbuildersintheupcomingprogramcyclesareeducatedonthebenefitsof

advancedattics,advancedwalls,advancedwindowsaswellasotheridentifiedresidential

newconstructionsolutions.TheStatewideCAHPteamworkedcloselythroughtheir

partnershipstoeducatethebuildingindustryofnewwaystocorrectlyinstallthese

envelopemeasures.The2016programyearwasasuccessfulyearfortheCAHP.The

programaccumulatedenoughenergysavingsandunitparticipationtosurpassthe2016

programkWhandthermenergygoals.

CAHPhascontinuedtoimplementnewcodereadinesseffortstoeducatebuilderson

thebestnewconstructionpractices.StatewideCAHPeffortscontinuetodesignaprogram

thatsupportsenergyefficiency,demandresponse,andrenewables,withtheultimategoal

ofbuildingZNEhomesby2020.TheCAHPwillcontinuetotransformtheresidentialnew

constructionmarketviadirectguidancetothebuildingindustryaswellasproviding

incentivesforcost‐effectiveenergyefficiency.

6. SDGE3214SW‐CALS‐CAHP/ESMH–EnergyStar®ManufacturedHomes

ProgramDescription:

TheENERGYSTAR®ManufacturedHomesSubprogramwasdesignedtopromote

theconstructionofnewmanufacturedhomesinSDG&E’sserviceterritorythatcomplywith

ENERGYSTAR®energyefficiencystandards.Theprogramtargetedmanufacturers,

retailers,andhomebuyersofnewmanufacturedhomes.

19


TheENERGYSTAR®ManufacturedHomesSubprogramexperiencedoveralllow

participationandtheprogramwassubsequentlyclosedviaAdviceLetter2932‐Efiledon

July26,2016andapprovedeffectiveAugust15,2016

7. SDGE3302SW‐CALS–ResUpstreamHVACEquipmentIncentive

ProgramDescription:

TheResidentialUpstreamHVACDistributorIncentiveProgramprovidesincentives

todistributorsforstockingandsellinghigh‐efficiencyHVACunitsandfurnaces.Byoffering

equipmentincentivesupstreamtodistributors,theprogrammaximizestheopportunities

toinfluencetherepair,replace,orpurchasedecisionandtransformtheHVACmarket

throughthesupplychain.ManufacturersanddistributorsinfluenceHVACcontractor

purchasesandstockingandmayusetheincentivesattheirdiscretiontopromotehigh‐

efficiencyproductsales.


Theprogramachievedanincreaseineligiblesalesofpremiumefficiencyresidential

HVACequipmentwithlimiteddistributorparticipation.Enrolleddistributorscoversixof

tenmajornationalbrandsandanestimated60%ormoreofmarketshare.Strong

ConsortiumforEnergyEfficiency(CEE)Tier2and3furnacesaleshaveyieldedhigherthan

anticipatedgassavings.CECclimatezonechangesinMarch2016impactedtheprogram,

particularlyinzipcodesthatwereshiftedfromclimatezone10inprioryearstoclimate

zone7in2016.Lateintheyear,thezipcodesthathadchangedclimatezoneswere

grandfatheredinsothattheycouldretaintheirpreviousclimatezonecategorization,which

helpedtomaintaintheprogram’ssuccess.

8. SDGE3303SW‐CALS–ResHVACCodeComplianceIncentive

ProgramDescription:

TheResidentialHVACtoCodeComplianceProgramprovidesincentivestoHVAC

distributors($100)forworkingwiththeirinstallationcontractorstoinitiatetheHome

20

EnergyRatingSystem(HERS)process,andwithendusecustomers($200)forworking

withtheirlocalbuildingdepartmentstofinalizetheirHVACpermits.Incentivesarepaidat

theupstreamanddownstreamlevelstofairlyandefficientlyencouragethestartandfinish

ofthecomplianceprocesses,andtoencouragediscussionofthevalueofcomplianceatthe

high‐leverage,keydecisionpointsofthemarketprocess.Theexpectedoutcomeofthe

programistobedemonstratedbyanincreasednumberofresidentialpermitsforHVAC

replacementsfinalized,andanincreasednumberofHVACreplacementjobstrackedbythe

HERSregistries.Thisprogramisofferedwithinselectcityjurisdictionsinclimatezone10.


TheprogramhasbeenableinprioryearstosuccessfullyrecruittheCitiesofChula

Vista,ElCajon,andPowaytohosttheprogram.In2016,Escondidowasaddedtothelistof

eligiblecities.Cityparticipationhasbeenenthusiastic.Customerrebateapplicationswere

madeavailabletothecitiesfordisplayattheirpermittingcounters.

Inaddition,theupstreamportionoftheprogramwassuccessfullyimplementedin

2016.Twodistributorssignedontotheprogramwithonedistributorparticipatingsofar.

Multiplecontractorswererecruitedtopromotetheprogramin2016.

9. SDGE3293SW‐CALSResidentialHVAC‐HVACCore

ProgramDescription:

ThestatewideResidentialHVACCoreProgramdeliversacomprehensivesetof

downstream,midstream,andupstreamstrategiesthatbuildonexistingprogram,

education,andmarketingeffortsandleveragerelationshipswithintheHVACindustryto

transformthemarkettowardsasustainable,qualitydrivenmarket.Market

transformation,directenergysavingsanddemandreductionsareachievedthrougha

seriesofsubprogramsthatmakeupthecomprehensiveprogramapproach.Asstipulatedin

thesubprograms,theprogramsuccessfullyrecruited,organized,andmanagedthedifferent

elementstoachievethegoalsassetforthintheCaliforniaEnergyEfficientStrategicPlan,

BigBoldStrategy,andHVACActionPlan.

TheResidentialHVACSubprogram’sprimaryobjectiveistodrivehighqualitylevels

21

inCalifornia'sHVACmarketfortechnology,equipment,installation,andmaintenance.An

additionalobjectiveistoincreasecustomerawarenessofthevalueofHVACinstallation

andmaintenancepracticestowarddrivingenergyefficiencyandpeakloadreduction.The

CommercialHVACSubprogramwillincorporaterevisedmeasuresandincentives,policies

andprocedures,qualityassurance,marketingmaterials,website,andcontractortrainingin

performingHVACinstallationservicesforresidentialcustomers.Thisprogramis

implementedthroughthevendorBetterBuildings,Inc.


During2016,SDG&EandtheIOUs’HVACProgramteamsindividuallyandthrough

theWesternHVACPerformanceAlliance(WHPA)collaboratedonimprovingthe

performanceofthe2016HVACprograms.Throughout2016,SDG&Eactivelyparticipated

inWHPAcommittees,sub‐committees,andworkinggroups.SDG&Ereviewedand

integratedstrategiesandrecommendationsfromthesegroupstostreamlinethe

performanceoftheexistingandpotentialprograms.TheWHPAcommittees,sub‐

committees,andworkinggroupsdeliveredmultiplestrategies,meetingminutes,andwork

productsthroughmultipledeliverychannelsintheHVACindustryandrelatedIOUHVAC

Programs.Inaddition,theWHPA’s2016SMARTgoalsprovidedeffectivehighlevel

strategiesthatwereimplementedin2016.ThecollaborationofIOUsacrossmultiple

WHPAcommitteesplottedasuccessfulcoursetomeettheHVACLongTermStrategicPlan

(LTSP)andmarkettransformationgoalsin2016.

22

B. StatewideCommercialEnergyEfficiencyPrograms

1. SDGE3215SW‐COM‐ContinuousEnergyImprovement

ProgramDescription:

TheCommercialContinuousEnergyImprovement(CEI)isaconsultativeservice

whichtargetslong‐termandstrategicenergyplanning.CEIisdesignedtoreintroducethe

importanceofenergymanagementbytransformingthemarketandtohelpreduceenergy

intensitythroughacomprehensiveenergymanagementapproach.


SDG&E’sthirdpartycontractor,REV,facilitatedtheREVSustainabilityCircle®(the

Circle)whichisa6‐monthprogramthathelpssmalltomid‐sizedenterprisesdevelopa5‐

yearSustainabilityActionPlan,orenhanceanalreadyexistingplan.TheCircleprovided

thestructure,tools,expertise,coachingandapeer‐learningcommunitytoinspire

participantstocreateacompletelyrelevantandcustomizedactionplanfortheir

organization,comprisedofprojectswithadefinedreturnoninvestment(ROI).

In2016,theintegrationofSDG&EaccountexecutivesintheSustainabilityCircles

wasgreatlyincreased.Accountexecutivesattendedcustomersessionsandreceivedand

reviewedacopyoftheirclients'SustainabilityActionPlans.Atransportationmodulewas

alsoaddedtotheSustainabilityCircletohelpensureacomprehensivelearningexperience.

Additionalstrategiesin2016includedrevisedcurriculumforSmallBusinessSustainability

Circles,revisedbehaviorbriefsandemployeeengagementmodules,andenhancementof

sustainabilityactionplanworksheets.

ThreeSustainabilityCircleslaunchedandcompletedin2016.Morethan30

commercialcustomersparticipatedintheprogram.Thecompanysizesvariedbetween

small,medium,andlarge.

2. SDGE3216SW‐COM‐CustomerServices‐Benchmarking

ProgramDescription:

UpuntilthepassageofAB802in2016,SDG&Ehadbeenworkingwithitscustomers

throughthisbenchmarkingprogramtocomplywithAB1103(Non‐ResidentialBuilding

23

EnergyUseDisclosurePrograms).AB1103requiredanon‐residentialbuildingownerto

benchmarkthebuilding’senergyusedataanddisclosetheenergyusedatapriortothesale

ofthebuilding;orlease;orfinancingoftheentirebuilding.AB1103concludedandwas

supersededbyAB802in2016,whichrequiresmoreenhancedbenchmarking

requirementsasdescribedbelow.


In2016,whilenon‐residentialbenchmarkingwasnotrequired,SDG&Econtinuedto

assistcustomersbyofferingtoolsandhelpwithuploadingbuildingenergyusagedatato

PortfolioManager.SDG&Eanditsstakeholders,alongwiththeotherIOUs,workedclosely

withtheCECtocontinuetodeveloptheAB802provisionswhichrequire(1)theutilitiesto

provideenergyconsumptiondataforimpactednon‐residentialandmultifamilyproperty

owners,ortheiragentsuponrequestand(2)fortheCECtoestablishanupdated

benchmarkingandpublicdisclosureprogramforbuildings.

3. SDGE3217SW‐COM‐CustomerServices–AuditsNon‐Res

ProgramDescription:

TheComprehensiveAuditProgramisanIntegratedDemandSideManagement

(IDSM)auditthatproducesacomprehensiveauditreportthatisequivalenttoanASHRAE

Level2report,atnocosttothecustomer.SDG&Eofferstwotypesofaudits:(1)Category1

audit,whichconsistsofahigh‐levelwalkthroughthatprovidesanequipmentinventory

andhighlevelpaybackestimatesoftheidentifiedmeasures;and(2)Category2audit,

whichisamoredetailedanalysisofselectedmeasureswithinvestment‐gradesavingsand

financialcalculationsanddeliverables.TheCategory2auditisgearedtowardsbusinesses

thatplantoimplementrecommendedmeasureswithinoneyearoftheauditbeing

completed.AsanIDSMProgram,auditscopeandreportsforboththeCategory1&

Category2auditsincludeenergyefficiency,demandresponse,anddistributedgeneration

opportunities.Theseauditsareperformedbyvettedengineeringfirmsandtheauditreport

deliversvaluableinsightsabouthowandwhereenergyisbeingconsumed.Theprogramis

24

designedtoprovidebusinessesaroadmaponvariousactionstheycantaketoreducetheir

overallenergyconsumptionandreduceoperatingcosts.


TheComprehensiveAuditProgramwasredesignedandlaunchedonJune1,2016.

Theprogramwasredesignedtoincludeatotalof7auditingfirms,whichare5morefirms

thanthepreviousprogram.Inadditiontoaddingadditionalfirmstotheprogram,SDG&E

alsoallowsthemtoperformimplementationservicesforcustomersoncetheaudithas

beencompleted.Theauditprogramnowofferstwolevelsofaudits,aCategory1(High

Level)andaCategory2(DetailedInvestmentGrade)auditbasedonthecustomers’

needs.In2016,SDG&Ereceivedatotalof28auditrequests,18ofwhichresultedin

completedCommercialaudits.

4. SDGE3220SW‐COM‐CalculatedIncentives‐Calculated

ProgramDescription:

TheCalculatedIncentivesSubprogramprovidescustomizedincentivesfornon‐

residentialenergyefficiencyretrofitprojectsinvolvingtheinstallationofhigh‐efficiency

equipmentorsystems.Incentivesarepaidontheenergysavingsandpermanentpeak

demandreductionaboveandbeyondbaselineenergyperformance,whichincludestate‐

mandatedcodes,federal‐mandatedcodes,industry‐acceptedperformancestandards,or

otherbaselineenergyperformancestandards.Newofferingsprovideaframeworkto

encourageemergingtechnologiesanddeeper,morecomprehensiveretrofits.


In2016,theprogramcontinuedtoexperiencereducedparticipationratesfromits

serviceterritorycustomerbase.ThefeedbackSDG&Ecommonlyreceivesfromcustomers,

tradeprofessionals,andinternalstakeholdersisthattheadditionaltimeandexpenseof

complyingwithincreasinglycomplexprogramrequirementsisdissuadingcustomersfrom

participatinginthisprogram.Manyfactorscontributetothisfeedback,includingthe

complexCalculatedIncentiveProgramrequirementsandintricaciessuchastheCustom

MeasureProjectArchive(CMPA)parallelreviewprocess,collectionofIncremental

25

MeasureCost,PreponderanceofEvidencedocumentationforEarlyRetirementmeasures

andtheincreasedfrequencyofmeasureenergysavingsdrasticallyreducedorremoved

fromofferingsduetoCommissionIndustryStandardPracticeedict.Becauseofthisyear’s

continuallydecliningparticipation,theprogramwasabletofundshiftalargeportionofits

programincentivedollarstoSDG&E’sRebateProgramtoassistwithitsmassiveinfluxof

projectparticipation.

Despitethereducedparticipationtheprogramcontinuedtoachieveprogram

improvementsin2016including:

Improvingprogramreportingstandardsbytransitioningtothenewprojecttracking

andpaymentrepositorysystemknownasEnergyEfficiencyCollaborationPlatform(EECP),

whichwillnowallowtheprogramtoleveragemoreprojectdatemilestonessothatitmay

improveindividualprojecttimelinesandincreaseprojectanalyticdata.

Programstaffcontinuedtoconductimprovedtrainingsessionsforinternaland

externalstakeholdersmonthly.Additionaltrainingsincluded“NavigatingEEBI”lunchand

learnfortradeprofessionalsandfree‐ridershiptrainingsforSDG&Eaccountexecutives

andotherinternalstakeholders,whichcontinuetoreinforceandimprovetheknowledgeof

theprogramparticipantsonthevariousdetailsandrequirementsoftheprogramwhich

shouldencouragefutureincreasedparticipation.

5. SDGE3222SW‐COM‐CalculatedIncentives–SavingsbyDesign

ProgramDescription:

TheSavingsbyDesign(SBD)Subprogramservesthecommercialnewconstruction

segment.Itpromotesintegrateddesignbyprovidingownerincentivesanddesign

assistancetoparticipantswhodesignspacesthatperformatleast10%betterthanTitle24.


In2016,theSBDSubprogramcontinuedtoexperienceasteadygrowthfromthe

previousprogramyearparticipationdownturn.The2016annualnumberofproject

installationsallowedtheprogramtoregainaconsistentinstallationrateandachieveits

annualenergysavingsgoal.TheSBDprogramalsosuccessfullymigratedtoanewproject

26

trackingandpaymentrepositorysystemknownasEnergyEfficiencyCollaboration

Platform(EECP),whichwillnowallowtheprogramtoleveragemoreprojectdate

milestonessothatitmayimproveindividualprojecttimelinesandincreaseprojectanalytic

data.

Inaddition,SBDcoordinatedwithanumberofinternalandexternalstakeholdersto

improveprojectsubmissionsandtocontendwiththeincreasingdifficultyoftheCustom

MeasureProjectArchive(CMPA)parallelreviewprocess.Also,thestatewideSBDgroup

collaboratedcloselytoimprovedisseminationofindustryinformationthroughthe

continueduseofitsenergydesignresources.comwebsite.Finally,toimproveprogram

visibilityintheterritory,SBDrevivedthelunchandlearnmarketingeffortswithlocal

designcommunitymembers;thosemarketingeffortsshouldimproveprojectparticipation

forthefutureprogramyear.

6. SDGE3223SW‐COM‐DeemedIncentives–CommercialRebates

ProgramDescription:

TheStatewideCommercialDeemedIncentivesSubprogramprovidesrebatesforthe

installationofnewenergyefficientequipment.Deemedretrofitmeasureshaveprescribed

energysavingsandincentiveamountsandaregenerallyintendedforprojectsthathave

welldefinedenergyanddemandsavingsestimates.


TheCommercialRebatesProgramexperiencedasignificantincreasein

participationin2016.Asaresult,theprogramexperiencedhighdemandandadramatic

increaseinmarketparticipationdueinparttomarketpricedeclinesforLEDfixtures.

SDG&EalsoobservedtheincreaseincontractorparticipationinSDG&E’sserviceterritory

duetorebatechangesthatweremadeinotherserviceterritories.Additionally,largescale

projectsweresubmittedduetocustomerinitiativessuchasclimateactiongoalsorgrant

funding.Tomitigatethedemandontheprogram,rebatevalueswereassessedandreduced

tolevelsthatwerecosteffectivetotheprogram.Theprogramchangesonlyslightly

reducedthedemandontheprogramandeventuallyitwassuspendedattheendofthe

27

thirdquarter.Thisincreaseinprogramparticipationresultedinadditionalassessmentsof

thedeliverychannelsusedbythedeemedprogram.Futureprogramdeliverymechanisms

willincludeamidstreammodelforselectlightingproducts,whichusesincentivestobuy

downproductcostsatthedistributorlevelandpassthroughcostsavingstothecustomer.

Inaddition,thecontinuedshiftincustomerparticipationfromthecustomincentive

programtothedeemedrebatesprogramcontributedtoalargeinfluxofapplications.

Additionalresourceswererequiredtoprocesstheuptakeofapplicationsubmittals.

Monthlytrainingsfortradeprofessionalscontinuedin2016.Thesetrainings

providedahighleveloverviewoftheprogramsandgavethetradeprofessionalsaccessto

workdirectlywithprogramadvisors.Trainingshavebeenwellattendedandwellreceived.

7. SDGE3227SW‐IND‐ContinuousEnergyImprovement

ProgramDescription:

TheIndustrialContinuousEnergyImprovement(CEI)Programisaconsultative

servicewhichtargetslong‐termandstrategicenergyplanning.CEIisdesignedto

reintroducetheimportanceofenergymanagementbytransformingthemarketandtohelp

reduceenergyintensitythroughacomprehensiveenergymanagementapproach.

In2016,theCEIProgrambeganthetransitionofCEIintotheStrategicEnergy

Management(SEM)Program,whichwilllaunchin2017intheIndustrialsector.


REV,SDG&E’sthirdpartycontractor,facilitatedtheREVSustainabilityCircle®(the

Circle)whichwasa6‐monthprogramthathelpedsmalltomid‐sizedenterprisesdevelopa

5‐yearSustainabilityActionPlan,orenhanceanalreadyexistingplan.TheCircleprovided

thestructure,tools,expertise,coachingandapeer‐learningcommunitytoinspire

participantstocreateacompletelyrelevantandcustomizedactionplanfortheir

organization,comprisedofprojectswithadefinedROI.

In2016,theintegrationofSDG&EaccountexecutivesintheSustainabilityCircles

wasgreatlyincreased.Accountexecutivesattendedcustomersessionsandreceivedand

reviewedacopyoftheirclients'SustainabilityActionPlans.Atransportationmodulewas

28

alsoaddedtotheSustainabilityCircletohelpensureacomprehensivelearningexperience.

Additionalstrategiesin2016includedrevisedcurriculumforSmallBusinessSustainability

Circles,revisedbehaviorbriefsandemployeeengagementmodules,andenhancementof

sustainabilityactionplanworksheets.

ThreeSustainabilityCircleslaunchedandcompletedin2016andincludedboth

small‐to‐mediumcommercialandlargeindustrialcustomers.

Lastly,in2016,theIOUsbegantheprocessofrevampingCEIintoStrategicEnergy

Management(SEM)whichwillliveintheIndustrialsector.TheIOUsco‐designedSEM

whichwillreplacetheexistingCEIProgramandwillstrivetoprovidelong‐termconsulting

servicestoeducateandtraincustomersonachievingdeepenergyefficiencysavings.

8. SDGE3225‐SW‐COM‐DeemedIncentive‐HVACCore

ProgramDescription:

TheStatewideCommercialHVACCoreProgramdeliversacomprehensivesetof

downstream,midstream,andupstreamstrategiesthatbuildsonexistingprogram,

education,andmarketingeffortsandleveragesrelationshipswithintheHVACindustryto

transformthemarkettowardsasustainable,qualitydrivenmarket.Markettransformation

anddirectenergysavingsanddemandreductionsareachievedthroughaseriesof

subprogramsthatmakeupthecomprehensiveprogramapproach.Asstipulatedinthe

subprograms,theprogramsuccessfullyrecruited,organized,andmanagedthedifferent

elementstoachievethegoalsassetforthintheCaliforniaEnergyEfficiencyStrategicPlan,

BigBoldStrategy,andHVACActionPlan.

TheCommercialHVACSubprogramisacontinuingprogramwiththeprimary

objectiveofdrivinghighqualitylevelsinCalifornia'sHVACmarketfortechnology,

equipment,installation,andmaintenance.Anadditionalobjectiveistoincreasecustomer

awarenessofthevalueofHVACinstallationandmaintenancepracticestowarddriving

energyefficiencyandpeakloadreduction.TheCommercialHVACSubprogramwill

incorporaterevisedmeasuresandincentives,policiesandprocedures,qualityassurance,

marketingmaterials,website,andcontractortraininginperformingHVACinstallation

29

servicesforcommercialcustomers.Thisprogramisimplementedthroughthevendor,

BetterBuildings,Inc.


During2016,SDG&EandtheIOUs’HVACProgramteamsindividuallyandthrough

theWesternHVACPerformanceAlliance(WHPA)collaboratedonimprovingthe

performanceofthe2016HVACPrograms.Throughout2016,SDG&Eactivelyparticipated

inWHPAcommittees,sub‐committees,andworkinggroups.SDG&Ereviewedand

integratedstrategiesandrecommendationsfromthesegroupstostreamlinethe

performanceoftheexistingandpotentialprograms.TheWHPAcommittees,sub‐

committees,andworkinggroupsdeliveredmultiplestrategies,meetingminutes,andwork

productsthroughmultipledeliverychannelsintheHVACindustryandrelatedIOUHVAC

Programs.Inaddition,theWHPA’s2016SMARTgoalsprovidedeffectivehighlevel

strategiesthatwereimplementedin2016.ThecollaborationofIOUsacrossmultiple

WHPAcommitteesplottedasuccessfulcoursetomeettheHVACLongTermStrategicPlan

(LTSP)andmarkettransformationgoalsin2016.

9. SDGE3313‐LocationalEnergyEfficiency(LEE)

ProgramDescription:

Throughacombinationofenergyefficiencyanddemandresponseactivities,the

LocationalEnergyEfficiency(LEE)Programsoughttoachieveenergyanddemandsavings

inpartsofthedistributiongrididentifiedasnearingcapacity.Forthisprogram,thegoal

was2MWofdemandsavingsinanareaservedbytwosubstations(“TargetArea”).Thisis

thefirsteffortofitskindintheSDG&Eserviceterritory;therefore,anadditionalobjective

wastotesttheparticularprogramdesignforusewithfutureprogramofferings.

TheLEEProgramtargetedbothcommercialandresidentialcustomerswithinthe

targetarea,withparticularfocusoncommercialcustomersegmentswithloadprofilesthat

morecloselyalignwithsubstationpeaks.Theprogramutilizedcustomerdataand

30

previousprogramparticipationinformationtoidentifygoodcandidates,helprefine

marketingcommunications,andincreasethelikelihoodofsuccess.


Theprogramemployedfourprimarystrategiesinseekingtoincreaseenergy

efficiencyanddemandresponseresultsinthetargetarea.First,theprogramoffered

enhancedincentivestoresidentialandcommercialcustomersfordemandreductionsthat

alignedwithsubstationloadprofiles.Theprimaryprogramsusedforthispurposewere

EnergyEfficiencyBusinessRebates(deemed)andHomeEnergyEfficiencyRebates

(residentialdeemed).Second,theprogramconductedgeneralmarketingthroughSDG&E’s

websiteandletterstocustomersinthetargetarea,andtargetedmarketingandoutreach

throughpresentationstotargetareacustomersandSDG&Eaccountexecutivesandtrade

professionalsservingthearea.Third,theprogramleveragedaTubularLED(TLED)Pilot

implementedthroughSDG&EBusinessEnergySolutions(directinstallforsmall

businesses)toinstallTLEDsonlyinthetargetarea.Fourth,theprogramconducteda

demandresponsepilotthatsoughttoengageresidentialcustomersthroughvarious

marketingappeals.Althoughtheprogramdidnotmeetthedemandsavingsgoal,while

implementingtheabovestrategiesSDG&Ederivedmanylessonslearnedanddocumented

severalbestpracticestoinformfuturelocationalprogramiterationsandothersimilar

programproposals.

31

C. StatewideIndustrialEnergyEfficiencyPrograms

1. SDGE3228SW‐IND‐CustomerServices–Benchmarking

ProgramDescription:














ownersortheiragentsuponrequestand(2)fortheCECtoestablishanupdated


2. SDGE3229SW‐IND‐CustomerServices–AuditsNon‐Res

ProgramDescription:









32

completed.AsanIDSMProgram,auditscopeandreportforboththeCategory1and

Category2auditincludesenergyefficiency,demandresponse,anddistributedgeneration

opportunities.Theseauditsareperformedbyvettedengineeringfirmsandtheaudit

reportdeliversvaluableinsightsabouthowandwhereenergyisbeingconsumed.The

programisdesignedtoprovidebusinessesaroadmaponvariousactionstheycantaketo

reducetheiroverallenergyconsumptionandreduceoperatingcosts.








needs.In2016,SDG&Ereceivedandcompletedsixaudits.

3. SDGE3231SW‐IND‐CalculatedIncentives‐Calculated

ProgramDescription:




demandreductionaboveandbeyondbaselineenergyperformancewhichincludestate‐





In2016,theprogramcontinuedtoexperiencereducedparticipationratesfromits

serviceterritorycustomerbase.ThefeedbackSDG&Ecommonlyreceivedfromcustomers,

tradeprofessionals,andinternalstakeholdersisthattheadditionaltimeandexpenseof

33


participatinginthisprogram.Manyfactorscontributedtothisfeedback,includingthe

complexCalculatedIncentiveProgramrequirementsandintricaciessuchastheCustom

MeasureProjectArchive(CMPA)parallelreviewprocess,collectionofincremental

measurecost,preponderanceofevidencedocumentationforearlyretirementmeasures,

andtheincreasedfrequencyofmeasureenergysavingsdrasticallyreducedorremoved

fromofferingsduetoCommissionIndustryStandardPracticeedict.Asaresultofthis

year’scontinuallydecliningparticipationtheprogramwasabletofundshiftalargeportion

ofitsprogramincentivedollarstoSDG&E’sRebateProgramtoassistwithitsmassiveinflux

ofprojectparticipation.

Despitethereducedparticipation,theprogramcontinuedtoachieveprogram

improvementsin2016including:

Improvingprogramreportingstandardsbytransitioningtothenewproject

trackingandpaymentrepositorysystemknownasEnergyEfficiency

CollaborationPlatform(EECP),whichwillnowallowtheprogramtoleverage

moreprojectdatemilestonessothatitmayimproveindividualprojecttimelines

andincreaseprojectanalyticdata.


externalstakeholdersmonthly.Additionaltrainingsincluded“NavigatingEEBI”

lunchandlearnforTradeprofessionalsandfree‐ridershiptrainingsforSDG&E

accountexecutivesandotherinternalstakeholders,whichcontinuetoreinforce

andimprovetheknowledgeoftheprogramparticipant’sonthevariousdetails

andrequirementsoftheprogramwhichshouldencouragefutureincreased

participation.

4. SDGE3233SW‐IND‐DeemedIncentives

ProgramDescription:

TheStatewideIndustrialDeemedIncentivesSubprogramprovidesrebatesforthe

installationofnewenergyefficiencyequipment.Deemedretrofitmeasureshave

34

prescribedenergysavingsandincentiveamountsandaregenerallyintendedforprojects

thathavewelldefinedenergyanddemandsavingsestimates.


TheIndustrialRebatesProgramexperiencedanunprecedentedhighvolumeof


increaseinmarketparticipationdueinparttomarketpricedeclinesforLEDfixtures.

SDG&EalsoobservedtheincreaseincontractorparticipationinSDG&E’sserviceterritory

duetorebatechangesthatweremadeinotherserviceterritories.Additionally,largescale

projectsweresubmittedduetocustomerinitiativessuchasclimateactiongoalsorgrant

funding.Tomitigatethedemandontheprogram,rebatevalueswereassessedandreduced

tolevelsthatwerecost‐effectivetotheprogram.Theprogramchangesonlyslightly

reducedthedemandontheprogramandeventuallyitwassuspendedinthebeginningof

thefourthquarter.

Inaddition,thecontinuedshiftincustomerparticipationfromthecustomincentive

programtothedeemedrebatesprogramcontributedtoalargeinfluxofapplications.





35

D. StatewideAgriculturalEnergyEfficiencyPrograms

1. SDGE3234SW‐AG‐CustomerServices‐Benchmarking

ProgramDescription:














ownersortheiragentsuponrequest;and(2)fortheCECtoestablishanupdated


2. SDGE3236SW‐AG‐CustomerServices–AuditsNon‐Res

ProgramDescription:









36

completed.AsanIDSMProgram,auditscopeandreportforboththeCategory1and

Category2auditincludesEE,demandresponse,anddistributedgenerationopportunities.

Theseauditsareperformedbyvettedengineeringfirmsandtheauditreportdelivers

valuableinsightsabouthowandwhereenergyisbeingconsumed.Theprogramis

designedtoprovidebusinessesaroadmaponvariousactionstheycantaketoreducetheir

overallenergyconsumptionandreduceoperatingcosts.








needs.In2016,SDG&Ereceivedandcompletedfouraudits.

3. SDGE3237SW‐AG‐CalculatedIncentives‐Calculated

ProgramDescription:




demandreductionaboveandbeyondbaselineenergyperformance,whichincludestate‐





Thisyeartheprogramcontinuedtoexperiencereducedparticipationratesfromits

serviceterritorycustomerbase.Whiletheagriculturalmarketsectorisaverysmall

marketandparticipationwaslowin2016,SDG&Econtinuestolookforstrategiesand

37

interventionsthatwilladdressthefeedbackreceivedfromourcustomersand

stakeholders.ThefeedbackSDG&Ecommonlyreceivesfromcustomers,trade

professionals,andinternalstakeholdersisthattheadditionaltimeandexpenseof


participatinginthisprogram.Factorscontributingtothisfeedbackincludethecomplex

CalculatedIncentiveProgramrequirementsandintricaciessuchastheCustomMeasure

ProjectArchive(CMPA)parallelreviewprocess,collectionofincrementalmeasurecost,

preponderanceofevidencedocumentationforearlyretirementmeasures,andthe

increasedfrequencyofmeasureenergysavingsdrasticallyreducedorremovedfrom

offeringsduetoCommissionIndustryStandardPracticeedict.Asaresultofthisyear’s

continuallydecliningparticipation,theprogramwasabletofundshiftalargeportionofits

programincentivedollarstotherebateprogramtoassistwithitsmassiveinfluxofproject

participation.Despitethereducedparticipation,theprogramcontinuestoachieve

programimprovementsin2016including:

Improvingprogramreportingstandardsbytransitioningtothenewproject

trackingandpaymentrepositorysystemknownasEnergyEfficiency

CollaborationPlatform(EECP),whichwillnowallowtheprogramtoleverage

moreprojectdatemilestonessothatitmayimproveindividualprojecttimelines

andincreaseprojectanalyticdata.


externalstakeholdersmonthly.Additionaltrainingsincluded“NavigatingEEBI”

lunchandlearnforTradeprofessionalsandfree‐ridershiptrainingsforSDG&E

accountexecutivesandotherinternalstakeholders,whichcontinuetoreinforce

andimprovetheknowledgeoftheprogramparticipant’sonthevariousdetails

andrequirementsoftheprogramwhichshouldencouragefutureincreased

participation.

38

4. SDGE3239SW‐AG‐DeemedIncentives

ProgramDescription:

TheStatewideAgriculturalDeemedIncentivesSubprogramprovidesrebatesforthe

installationofnewenergyefficiencyequipment.Deemedretrofitmeasureshave

prescribedenergysavingsandincentiveamountsandaregenerallyintendedforprojects

thathavewelldefinedenergyanddemandsavingsestimates.


TheAgriculturalRebatesProgramexperiencedarelativelyhighvolumeof


increaseinmarketparticipation.SDG&Eobservedtheincreaseincontractorparticipation

inSDG&E’sserviceterritoryduetorebatechangesthatweremadeinotherservice

territories.Additionally,largescaleprojectsweresubmittedduetocustomerinitiatives

suchasclimateactiongoalsorgrantfunding.Tomitigatethedemandontheprogram,

rebatevalueswereassessedandreducedtolevelsthatwerecosteffectivetotheprogram.

Theprogramchangesonlyslightlyreducedthedemandontheprogramandeventuallyit

wassuspendedattheendofthethirdquarter.

Inaddition,thecontinuedshiftincustomerparticipationfromtheCustomIncentive

ProgramtotheDeemedRebatesProgramcontributedtoalargeinfluxofapplications.





39

E. StatewideLightingPrograms

1. SDGE3240SW‐LightingMarketTransformation

ProgramDescription:

TheLightingMarketTransformationSubprogramencompassesastatewide

programstrategythatcoordinatesIOUeffortstopromoteefficientlightingtechnologies

andbestpracticesinCalifornia.Itentailsdevelopmentofinnovativedata‐drivenprogram

strategiestoadaptutilitylightingprogramstotheever‐changingenergyandlighting

marketsinsupportoftheStrategicPlan.Theprogramtracks,coordinates,andprovides

collaborationopportunitiesforutility,government,andindustrylightingmarket

transformationactivities.Theprogramoverseestheprogressionoflightingsolutions

acrossutilityprograms,suchasEmergingTechnologies,LightingInnovation,Primary

Lighting,andCodesandStandards,aswellasCommercial,Industrial,andAgricultural

incentiveprogramlightingmeasures.Theprogramisparticularlyinstrumentalinthe

developmentofLightingInnovationProgramconcepts,trials,anddemonstrations.

LightingMarketTransformationhelpsensureefficientprogressionoflightingsolutions

intoandoutofcustomerenergyefficiencyprograms.


During2016,SDG&EwasinvolvedwithoneprojectundertheLightingMarket

TransformationSubprogram,whichwasledbySCE.

MoredetailsregardingtheStatewideLightingProgrameffortswillbeprovidedin

theJune2016LightingMarketTransformationAnnualReport.

2. SDGE3241SW‐Lighting‐LightingInnovation–ETPCMeasure

Development(MD)

ProgramDescription:

TheLightingInnovationSubprogramevaluatesproductsorprogramapproaches

newtothemarket,whichhavepotentialtoeventuallyenterthePrimaryLightingProgram

orCommercial,Industrial,andAgriculturalprograms.LightingInnovationtrials,pilots,

andstudiesareadministeredtocollectdataonthesales,installation,marketingandother

40

businessaspectsofthelightingindustrytodeterminedata‐drivenrecommendationsand

influencefutureprogramdesigns.Showcasesandfieldplacementprojectsareconducted

whenapplicable.


During2016,SDG&Eadministeredseveralsignificantprojectsinsupportofthe

goalsoftheLightingInnovationProgram.SDG&EworkedcloselywithSCEtodevelopand

deploytheAdvancedLightingControlSystem(“ALCS”)Pilot(alsoreferredtobySCEasthe

“SustainableOfficeLightingTrialProgramandStudyPlan”).TheALCSPilotisdesignedto

evaluatethefieldperformanceoflightingcontrolsystemsinstalledbythreedistincttypes

ofelectricians:1)thosewithaCALCTP(“CaliforniaAdvancedLightingControlsTraining

Program”)certification;2)thosewithcontrolsmanufacturertraining;and3)thosewithno

specializedcontrolstraining.Cadmushasbeenselectedtoconducttheprogram

evaluation,anddependingupontheresultsofthatlong‐termevaluationwhichisexpected

laterin2017,additionalcontentmaybeaddedtotheCALCTPtrainingcurriculum.

SDG&EalsohadtheuniqueopportunitytopartnerwiththeSanDiegoPadresforthe

“GoingToBat”promotion.DuringPadreshomegames,fanswouldbepromptedtotexta

codewhichwouldthenreplywithalinktoano‐cost5‐packofLEDstobeorderedthrough

Marketplace.Overthecourseoftheseason,SDG&Edistributed5,0005‐packsofLEDsto

customerswhichledtoefficiencyandgreaterawarenessofMarketplace.

Duringthecourseofthe2016programyearSDG&Econtinuedthepresenceofpop‐

upretaileventsoperatedbyathirdpartyvendor.TheseLightingFaireventshaveproven

tobeaveryeffectivemethodofreachinglargeaudienceswithspecialpromotionsthat

encouragecustomerstopurchaseandinstallnewLEDlampsintheirhomes.Hostedat

popularlocationswithheavyfoottraffic(homeandgardenshows,DecemberNightsat

BalboaPark,corporateEarthDayevents,etc.),customersareofferedspecial8‐packsof

LEDandBR30lamps.Oncecustomerstrytheselamps,follow‐upsalesatSDG&E’s

Marketplacewebsiteorarearetailersareboostedasaresultofthesuccessandappealof

theLEDstonewusers.

41

3. SDGE3242SW‐Lighting‐LightingInnovation–ETPCPilots

ProgramDescription:

PerAdviceLetter2951‐E/2512‐GfiledonSeptember1,2016,thisprogramwas

consolidatedintoSW‐Lighting‐LightingInnovation‐ETPCMD(SDGE3241).

4. SDGE3243SW‐Lighting‐LightingInnovation–ETPCAdvancedLED

ProgramDescription:

PerAdviceLetter2951‐E/2512‐GfiledonSeptember1,2016,thisprogramwas

consolidatedintoSW‐Lighting‐LightingInnovation‐ETPCMD(SDGE3241).

5. SDGE3245SW‐Lighting‐PrimaryLighting

ProgramDescription:

ThePrimaryLightingProgramoffersupstreamrebatestoparticipating

manufacturerstoreducetheretailcostofenergy‐efficientlightingproducts.Itintroduces

newpremium‐efficiencylightingproductsintothemarketandattemptstoinfluencethe

futurepurchasingandinstallationbehaviorsofresidentialcustomers.ThePrimary

LightingProgramisbasedonamassmarketapproachtargetedatallSDG&Eresidential

customersandpromotesprimarilyLEDsaswellasselected“Specialty”CFLs.During2016,

SDG&E’sPrimaryLightingProgramworkedwithseveraldifferentmanufacturersand

supporteddozensofdifferentmodelsorconfigurationsofresidentiallightingproducts.

Participatingmanufacturersestablishedandmaintainedanongoingrelationshipwitharea

retailerstosellqualifyingproductsidentifiedwithspeciallogosorsignage.


Duringthecourseofthe2016ProgramYear,SDG&E’sPrimaryLightingProgram

madecontinuousmodificationstothelistofproductsandretailersparticipatinginthe

programinordertoaccommodatetheincreasingspecificationsofCECLEDs.SDG&E

workedwiththosemanufacturersprovidingCEC‐Specificationlampsandtheiraffiliated

retailerstoproperlypositionthesenewproductsandeffectivelypromotethemto

customers.

42

SDG&Ealsoworkedwithmanufacturerstopromoteefficientlightinginmanyhard

toreachlocations,suchassmallgrocerystores,drugstores,andresaleshops.Bydoingso,

SDG&Eexpandedthereachofefficientlightingintoavenuesandreachedcustomersthat

maynotbenearorfrequentlyshopalargerretaillocation.

43

F. LocalInstitutionalPartnerships:

1. SDGE3266LInstP‐CADepartmentofCorrectionsPartnership

ProgramDescription:

TheCaliforniaDepartmentofCorrectionsandRehabilitation(CDCR)partnershipis

acustomizedStatewideEnergyEfficiencyPartnershipProgramthataccomplishes

immediate,longtermpeakenergydemandsavingsandestablishesapermanent

frameworkforsustainable,longtermcomprehensiveenergymanagementprogramsat

CDCRinstitutionsservedbyCalifornia’sfourIOUs.


Thisprogramcapitalizesonthevastopportunitiesforefficiencyimprovementsand

utilizestheresourcesandexpertiseofCDCRandIOUstafftoensureasuccessfulandcost

effectiveprogramthatmeetsallobjectivesoftheCPUC.Theprogramalsoleveragesthe

existingcontractualrelationshipbetweenCDCRandEnergyServiceCompanies(ESCOs)to

developandimplementenergyprojectsinCDCRfacilities.

In2016,CDCRre‐establishedapoolofqualifiedESCOs,andtheIOUsprovidedafull

day,in‐depthtrainingonenergyefficiencyprograms,policiesandprocedures.

Regularmanagementandexecutiveteammeetingswithprogramadministrators

havebeenkeytoidentifyingandmanagingprojects,andtoproactivelyaddressingany

challengestheprogrammayhavefaced.TheCDCRPartnershiphasongoingchallengesof

findingfundingforprojects.OBFhasbeentheprimarysourceoffundingandis

supplementedbySpecialRepairsProjectfunding.

2. SDGE3267LInstP‐CaliforniaCommunityCollegePartnership

ProgramDescription:

TheCaliforniaCommunityColleges(CCC)/IOUEnergyEfficiencyPartnershipisa

unique,statewideprogramtoachieveimmediateandlong‐termenergysavingsandpeak

demandreductionwithinCalifornia’shighereducationsystem.Thestatewideincentive

fundingapproved$15.1Mforthe2013‐2016programcycle,whichwasutilizedto

maintainsustainable,comprehensiveenergymanagementatcampusesservedby

44

California'sfourIOUs.

Theprogramhasahierarchicalmanagementstructuretoensuresuccessful

implementation.Themanagementteammeetsmonthlytoconductbusiness,whereasthe

executiveteammeetsquarterlytodiscussoverallprogramstatusandpolicyissues.The

Partnershipalsofocusesheavilyonoutreacheffortsinseveralareas,including:(1)

developmentofacomprehensivelistoftechnologies,projecttypes,andofferingstobe

usedbyteammembersduringcampusvisitstohelpgenerateprojectideas;(2)evaluation

ofnewprojecttechnologiesforsuitabilityintheCommunityCollegemarket;and(3)

planningandparticipationinCCCconferencesandregionalCampusForums.


TworegionalCampusForumswerehostedin2016atcampusesinNorthernand

SouthernCalifornia,servingasavenuefordistrictstosharesuccessesandstrategiesfor

overcomingobstacles.SDG&E’sPartnershipteampresentedatbothForums,providing

time‐sensitiveupdatesonnewtechnologies,informationonprogramimplementation,

anddirectassistancetodistrictsinattendance.ThePartnershipalsoparticipatedin

severalCommunityCollegeRegionalFacilitiesManagementmeetingsstatewidetoupdate

collegesonthePartnershipandProposition39activities,andtoprovidetrainingand

educationtofacilitiesstafffortheprogram.

TheCCC/IOUPartnershiphasprovidedextensiveoutreachandtechnicalsupportto

the districts within the CCC system in support of their efforts to identify, develop, and

implementprojectsfundedthroughProposition39,theCaliforniaCleanEnergyJobsActof

2012.TheProposition39Programcontinuesto beverysuccessfulwithover770energy

projects funded(approximately356ofwhichwere installedandclosedoutbytheendof

2016).All72CommunityCollegedistrictsthroughoutCaliforniaareactivelyparticipating

intheprogramandhavebenefited.

3. SDGE3268LInstP‐UC/CSU/IOUPartnership

ProgramDescription:

TheUC/CSU/UtilityEnergyEfficiencyPartnershipisaunique,statewideprogram

45

whichincludesthefourCaliforniaIOUsaswellastherecentadditionofLADepartmentof

WaterandPower(LADWP),inpartnershipwiththeUniversityofCalifornia(UC)andthe

CaliforniaStateUniversity(CSU).Theprogramgeneratesenergysavingsthroughthe

identificationandimplementationofenergyefficiencyprojectsandthroughtrainingand

educationtosupportthoseprojects.ThePartnershipconsistsofthreemainprojecttypes:

retrofit,monitoringbasedcommissioning(MBCx),andnewconstruction.Sinceits

establishmentin2004,thePartnershiphasprovidedapproximately65MWofdemand

reductionanddeliversapproximatelyand467millionkWh/yrand25milliontherms/yrin

energysavings.


Theprogramhasahierarchicalmanagementstructuretoensuresuccessful

implementation.Themanagementteammeetseverythreeweekstoconductbusinessat

theoperationallevelandtheexecutiveteammeetsquarterlytodiscussoverallprogram

statusandpolicyissues.ThePartnershipalsohasatrainingandeducationteamthat

organizesvariousenergyefficiencytrainingstargetedtouniversitycampuses.Inaddition

torepresentativesfromeachUtility,theUCOfficeofthePresidentandCSUChancellor’s

Officeeachhavemembersonallthreeprogrammanagementteams.Inclusionofall

PartnershipstakeholdersatthevariousmanagementlevelsprovidestheUCandCSU

campuseswithsupportintheireffortstoimplementenergyefficiencyprojects.AProgram

AdministrativeManagerorganizesandfacilitatesteamactivities,workswithindividual

stakeholders,activelytracksprojectsavingsandscheduledatainaweb‐basedtracking

tool,andcreatesregularreportstoshowoverallstatusoftheprogramandforecasts

relativetogoals.

4. SDGE3269LInstP‐StateofCalifornia/IOUPartnership

ProgramDescription:

TheStateofCaliforniaEnergyEfficiencyPartnershipProgramsharesbestpractices

andimplementsenergyefficiencyprojectsforimmediateandlong‐termenergysavingsand

peakdemandreductionatstateownedfacilitiesservedbytheIOUsandotherpartners.

46

ThePartnershipassistsstateagencies,undertheExecutiveBranchofthestate

government,tocomplywithExecutiveOrderS‐20‐04(GreenBuildingInitiative).The

partnershipalsoassiststheJudicialCouncilofCalifornia(JCC),theadministrativedivision

oftheJudicialBranch,toachievetheirenergyefficiencygoals.Theseeffortswillhelp

reducetheamountofenergythestatepurchasesofftheelectricalgrid.


ThisStatewidePartnershipprovidesenhancedcustomincentivesandcore

programsforprojectsimplementedinCalifornia’sstateownedandleased

buildings.Additionally,theIOUsprovideservicesforeducationandtrainingactivities.An

objectiveofthepartnershipistointegrateandcoordinatevariousutilityprogramsto

leverageincentivesandencouragecustomerstoexpandtheirfocusbeyondenergy

efficiency.

Startingin2016,thePartnershipacquiredathirdpartyProgramAdministrative

Managertoassistwithcoordinatingandimplementingtheresourceslistedabove.

Partnershipactivitiesachievecosteffectiveenergysavingsthroughenergy

efficiency,retro‐commissioning,equipmentretrofits,newconstruction,thirdparty

programs,demandresponseprograms,andanyapplicableself‐generationprograms.The

partnershipalsoseeksopportunitiestointegrateutilityincentiveswithfinancing

options.ThisincludesstatefinancingthroughtheGS$martProgram,theAmerican

RecoveryandReinvestmentActRevolvingLoanFund,orSDG&E’sOBFProgramtoincrease

programparticipationinthePartnershipeffortandencourageadditionalenergyprojects.

5. SDGE3270LInstP‐UniversityofSanDiego(USD)Partnership

ProgramDescription:

SDG&EandtheUSDoffertheEnergyEfficiencyPartnershipProgram.Theprogram

isdesignedtocreateamoresustainablecampuswithasmallerenvironmentalfootprint

throughtheadoptionandimplementationofarobustClimateActionPlan(CAP)anchored

inenergyefficiencythatwillreduceGreenHouseGas(GHG)emissions.USDwillcontinue

tocreatepoliciesandproceduresthatencourageandfacilitatelong‐termenergysavings

47

fortheuniversitythroughimplementationoftheSustainabilityStrategicPlanandCAP.

Throughintentionaloutreachtargetedtowardsstudents,staff,andalumniwithan

emphasisonbehaviormodification,theprogramisalsointendedtoeducatecampus

audiencesinidentifyingandadoptingenergysavingpracticesnotonlyoncampus,butalso

intheircareersandhomes.


Successfulpartnershipactivitiesin2016included:

TheOfficeofSustainabilityheld39eventsin2016thataddressedsustainability,

energyefficiencyorclimatechangethatreachedmorethan4,500people.

− TheOfficeofSustainabilityconductedresourceconservationtrainingand

educationworkshopsforallstudentsinvolvedinorientationandallresident

assistantsoncampustohelpcreateamoremindfulandeducatedcommunity

thatreachedapproximately300studentleaders.

− TheOfficeofSustainabilityspokeatfivedifferentpresentationsin2016

highlightingthePartnership,energysavings,efficiencyprojects,andlocal

climateinvolvementthatreachedapproximately95people.

USDdevelopedandadoptedacomprehensiveClimateActionPlan(CAP)

anchoredinenergyefficiencywithtechnicalinputfromUSD’sEnergyPolicy

InitiativesCenter(EPIC)andvariousoncampusconstituenciesincludingthe

SustainabilityTaskForce.ReductiontargetsweresetconsistentwiththeCityof

SanDiegofora15%reductioninemissionsby2020and50%reductionby

2035,energyreductionsof25%underprojectedconsumptionin2020,and35%

underprojectedconsumptionfor2035.NextstepsincludetheCAP

ImplementationPlananddevelopmentofaSustainabilityStrategicPlan.

TheOfficeofSustainabilitycontinuestoadvertiseresourcesandtipsforenergy

efficiencyandconservationonaregularbasisthroughitswebsite.Inaddition,a

newmonthlynewsletterissentoutviaemailtoalluniversityfaculty,staff,and

studentstokeepthecampusuptodateonsustainabilityprojects,programs,and

energyconservationtips.

48

TheOfficeofSustainabilitycontinuestoimplementtheGreenOfficeCertification

Programtorecognizeofficesanddepartmentsoncampusontheirenergy

efficiencyandsustainabilityefforts.Theprogramwasupdatedin2016to

increaseasharedaccountabilityoncampus,includingare‐certificationprocess

forofficesthathavecompletedaGreenOfficeCertificationpriortoFall2016and

arelookingtocontinuetheireffortstogreentheiroffice.Afterauditsare

complete,officesarethenrankedandrecognizedthroughouttheUSD

community.Atotalof61officeshavebeencertified,with26newcertifications

in2016.

ContinuedtheSustainabilityHeroesProgramtorecognizestudents,faculty,and

staffonsustainablebehaviorsonoroffcampus.Receivedatotalof15

nominationsfor4awardees.

Developedenergyplanningguidelinesandbeganworkonadashboardfor

utilitiestosharewiththeuniversitycommunity.

6. SDGE3271LInstP‐SanDiegoCountyWaterAuthorityPartnership

ProgramDescription:

OnNovember8,2012,theCPUCinD.12‐11‐015authorizedcertainenergyefficiency

programstobedeliveredtoCaliforniautilitycustomersfortheyears2013through2016,

includingtheSDCWAEnergyEfficiencyPartnership.Asaresultofthispartnership,SDG&E

andSDCWAbeganworktodevelopaStrategicWater‐EnergyPlanandtofurtherexplore

theleaklossdetectionprogram.AnMOUwasdevelopedandexecutedbySDG&Eand

SDCWA.TheMOUincluded:

Collaborationandassistanceintheidentificationandimplementationofjoint

projectsandtoallocatefundingfromeachentitytowardsjointprojectsas

appropriate

Negotiateandexecuteprojectswithvendorstoimplementscopesofwork

Createco‐brandingopportunitiesbetweenbothentities

Completefinalreportsbyprojectwithcontractorsupportasnecessary

49

HoldmonthlymeetingwithSDCWAtofurtherdetermineadditionalactivitiesto

supportthepartnership.


StrategicWater‐EnergyPlan‐Overthepasttenyears,numerousstakeholders

throughoutthestatehaveexploredmeansofdeliveringjointenergyandwaterprograms

(popularlyreferredtobysomeas“theone‐stopshop”);however,to‐date,noutility

partnershipshaveimplementedafullyintegratedwater‐energynexusprogramthat

leveragesthejointprograminfrastructures;marketing,educationandoutreachchannels;

andefficiencyinvestmentsofenergyandwaterutilitypartners.WaterEnergyInnovations,

Inc.(WEI)wasbroughtontohelpdevelopaStrategicWater‐EnergyPartnershipPlanthat

willprovideaframeworkforacceleratingadoptionofcosteffectiveenergyandwater

resourceefficiencythroughjointdeliveryofprogramsandservicesforSDG&EandSDCWA

energyandwatercustomers.TheintentofthePlanistopositionthepartnersto

implementstrategiesidentifiedwithinthefinalreportduring2017andbeyond.

LeakLossDetectionProgram‐California’swaterinfrastructureisanemerging

targetforenergyefficiencyandgreenhousegas(GHG)emissionreductionefforts(CPUC

Rulemaking09‐11‐014;CaliforniaStateAssemblyBill(AB)32.However,allocatingenergy

efficiencyandGHGreductiondollarstowaterefficiencyprogramsrequiresamethodfor

calculatingtheenergyintensity(EI)ofwater,andreliable,verifiablemonitoringofenergy

andcarbonsavings.WithafoundationalwatersystemEImodelalreadybuiltfortheOtay

WaterDistrict,therewasanopportunityidentifiedtoextendandtestthemodelfor

evaluatingprogramsthatjointlyconservebothwaterandenergyresources,including

forecastingenergysavingsfromconservationprogramsandleaklossmonitoringand

remediation.TheCenterforWater‐EnergyEfficiency,UCDavis(CWEE)wasselectedto

extendtheirresearchfrompreviousyearsintothenextphasewhichwillenhancethe

dynamicdatatoolbyintegratingcustomerconsumptiondatawiththeexistingdatasets

utilizedfortheEIanalysis,buildatooltoestimatetheprojectedwaterandenergysavings

basedonconservationprogramstargetedbycustomertypeand/orbypressurezone,and

utilizethewaterbalancetoolandtheintegratedEItoolforleaklossdetectionthroughout

50

theregion.ThetoolswillbemodeledusingthedatafromtheOtayWaterDistrictwiththe

intentofbeingabletoexpandtootherwaterdistrictsthroughoutthestate.

51

G. LocalGovernmentPartnerships:

1. SDGE3272LGP–CityofChulaVistaPartnership

ProgramDescription:

TheChulaVistaLocalGovernmentPartnership’sgoalistocreateinnovativeapproachesto

improvingcommunityandmunicipalenergyefficiencybyintegratingandleveragingthe

resourcesofmultiple,diverseCitydepartments.Theprogramcomponentsinclude

municipalfacilityefficiencyimprovements,strengthenedbuildingenergycodesand

inspections,energy‐savingdevelopmentplanninganddesign,community‐basedenergy

conservationeducation,facilityevaluationsandfinancingassistance.Theprogramserves

CityofChulaVistaresidentsandbusinesses,estimatedat265,000and13,000,respectively,

whilealsolendingsupporttoneighboringSouthBaycities’energyefficiencyefforts.


TheSDG&E/ChulaVistaPartnershipcontinuedtomeetandexceeditsdesignated

objectivesincreatingnewenergyefficiencyopportunitiesinthecommunity.Beloware

specifichighlightsfromthevariouscomponents:

MunicipalEnergyManagement(Non‐ResourceProgram)

Inlate2016,SDG&Einitiatedacity‐wideinteriorlightLEDretrofitforallCity‐

ownedbuildings.Thisprojectbuildsuponapilotprojectfromthepreviousprogramcycle

where200fixtureswereconvertedtoLEDattwoCityfacilities.Inaddition,to

demonstratetheCity’sleadership,staffcontinuedtoparticipateinregulartrainings

designedtoeducateonLeadershipinEnergyandEnvironmentalDesign(LEED)and

ExistingBuildingOperationsandMaintenance(EBOM)bestpractices.Staffalsomoved

forwardinworkingtocertifyCityHallBuildingAwiththeLEEDEBOMcertification,a

processthatwillcontinueinto2017.

CommunityEnergyConservation&UpgradeOutreach(Non‐ResourceProgram)

Citystaffcompletedover624businessenergyevaluations(throughtheFree

Resource&EnergyBusinessEvaluationorFREBE)topromoteenergyandwatersaving

opportunitiesandSDG&Eincentiveprograms.Inadditiontoeducatingbusinessowners

andmanagers,theevaluationsgeneratedover305directreferralstotheSDG&EBusiness

52

EnergySolutions(BES)program.Forresidents,Citystaffcompleted75homeenergy&

watercheck‐upsevaluations,whichgenerated176referrals(direct&non‐direct)for

SDG&Ecoreandthirdpartyresidentialenergyefficiencyprograms.Staffalsoparticipated

in35communityeventswhereitengagedwithmorethan1,000communitymembers.City

ofChulaVistaalsocontinuedtosupportPACEfinancingprogramsbyworkingwiththe

statetocreate“GoGreenFinancing”materialsforChulaVistaandincorporatingthem,and

otherfinancinginformation,intoallenergyefficiencyoutreach.Citystaffalsoservesas

valuableimpartialadvisorsforresidentsandbusinessthathavequestionsandmaynot

trustcontractorsorPACEprogramstaff.Withthissupport,allPACEprogramswereable

tofinanceover$20millioninresidentialandcommercialenergyefficiency,renewable

energyorwaterefficiencyretrofitsin2016.TheCityalsocompleteditsparticipationinthe

two‐yearGeorgetownUniversityEnergyPrizein2016,whichaimsatengagingresidentsto

makelastingequipmentchangesandshort‐termbehaviorchangestosaveenergy.TheCity

iscommittedtoworkingwiththeuniversitytokeepprovidingenergydataandstudying

results,eventhoughtheofficialcompetitionhasended.Finally,over10,890“hard‐to‐

reach”individualswereengagedthroughtheEmpowerHour(youth),LibraryEnergy

Lounges(seniors&others)andtheGreenHomesforAll(low‐incomehouseholds)

programs.

SustainableCommunitiesProgram(Non‐ResourceProgram)

In2016,ChulaVistacontinuedtohostregularEnergyCode/CalGreentrainingsfor

Citystaffandhostedsimilartrainingsforcommunitymembers,buildersandcontractorsto

helpimprovecomplianceandenergysavings.Tobetterassistdevelopersincomplying

withenergycode,theCitycontinuedtostaffthe“SustainabilityDesk”whichassistedstaff

anddeveloperswithmorethan100one‐on‐onemeetingsrelatedtoenergycodeissuesand

morethan15secondaryfieldaudits.Finally,Citystaffcontinuedtoworkwithpublic

healthofficialsandcommunitygroupstoidentifyinnovativeopportunitiestointegrate

energyefficiencyintopublicmessaging,servicesandinfrastructureaspartofanew

citywide“HealthyCommunities”initiative.

53

RegionalCollaborations(Non‐ResourceProgram)

IncoordinationwithSDG&EandtheSanDiegoAssociationofGovernments,Chula

VistacontinuestoleadtheSouthBayEnergyActionCollaborativeorSoBEAC,which

providestechnicalandprogrampeersupporttosmallerneighboringcitiesinorderto

catalyzeenergyefficiencyinitiativesintheircommunities.Asaresult,420businessenergy

evaluations(throughtheFreeResource&EnergyBusinessEvaluationorFREBE)were

conductedinNationalCitywhichledto152referralstotheSDG&EBESprogram.In

addition,NationalCitycontinuedworkingwithanESCOcompanywithagoalofsaving

energyatmunicipalfacilities.StaffrepresentingSoBEACparticipatedinatleastone

communityeventineachcommunity(exceptCoronado),includingtwocommunityevents

inneighboringSouthBaycitieswheremorethan22,000communitymemberswerein

attendance.Atabroaderregionallevel,theCityofChulaVistaservesasasteering

committeememberfortheSanDiegoRegionalClimateCollaborativeandSanDiego

RegionalEnergyPartnership(SDREP),whichhasorganizedquarterlytrainings,energy

efficiencyassistanceprograms,andinformationsharingforpublicagenciesacrossthe

regiononenergyandclimate‐relatedtopics.Specifically,theCitybeganleadingtheGreen

RealEstateandBenchmarkingCoachtasksin2016.

2. SDGE3273LPG–CityofSanDiegoPartnership

ProgramDescription:

TheCityofSanDiegoLocalGovernmentPartnership(LGP)isacatalystfor

increasingenergyefficiencyinCityoperationsandinthecommunity.Buildingonthe

successofpreviousfundingcycles,thegoalofthe2016‐2020CityofSanDiegoEnergy

EfficiencyPartnershipistoincreasetheCity’sroleintheregionasanenvironmental

steward,leaderinbestpractices,andtosupporttheCity’sClimateActionPlan.Thefive

programareasfocusonimprovingmunicipalbuildingenergyefficiency,codes&standards,

communityeducation,theSanDiegoRegionalEnergyPartnership(SDREP),andoverall

managementofthepartnershipactivities.Whilethisisanon‐resourceprogram,savings

resultingfromtheCity’sLGPactivitiesarecapturedinotherprogramsofferedbySDG&E.

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•CitystaffreceivedcertificationfortheCertifiedEnergyManagersprogram.

•OBFapplicationsformunicipalfacilitiessubmittedtoSDG&Eforapprovaland

reviewmultipletimesoveran18monthperiod.AwaitingSDG&Eapprovalof

applicationsandrebateprogramavailability.

•TheCitycontinuestoworkonHVACretrofitprojectswiththeFacilities

DepartmenttoinstallnewHVACunitsatfacilitiesnotassociatedwithanenergy

audit.

•CitysubmittedStreetLightingAcceleratorModelforshowcaseproject(post‐top

adaptivecontrols).

•TheLEEDEBOMtrainingcontinuedattheEnvironmentalServicesDepartment’s

Ridgehavenbuilding.NewEnergyStarRatinghasbeenupdatedforthebuilding.

CityiscurrentlywithinthereportingperiodandhasappliedforLEEDEBOMreview

fortheRidgehavenbuilding.

•CitystaffprovidedanupdateattheLightSaversConferenceandtheInternational

SmartCitiesCongressontheCitywideAdaptiveControlStreetLightingProgram,

standards,bestpracticesandmeterratepolicyprogress.

•Citystaffandcontractedconsultanttrained50CitystaffwithinPublicWorksand

DevelopmentServicesonimplementationandupdatedstandardsandbestpractices

onCitywideadaptivecontrolLEDoutdoorlightingstandards.

•Projectimplementation:PS64energyAuditwithWISE,rateanalysisfor10Muni

PumpStation,lightingrebatesforMOCparkinglotsandOtayWaterTreatment

Facilityoutdoorparking.

•CitystaffcontinuedtoprovidepresentationsandupdatesontheEnvision

AmericanAdaptivecontrol“Smart”StreetLightingPrograminAustininMay.

•CenterforSustainabilitystaffandDevelopmentServicesDepartmentstaffhave

implementedaCodeCoachprogramsimilartotheCityofChulaVistaforpotential

energyandgreenbuildingcodecompliance.

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•TheCitycompletedASHRAELevel1auditsatMissionTrails.Allreportshave

beencompletedandtheCityisproceedingwithdevelopingitsimplementationplan.

3. SDGE3274LGP–CountyofSanDiegoPartnership

ProgramDescription:

ThePartnershipisbeingofferedbySDG&EandtheCountyofSanDiego(County).

ThePartnershipisasavingsandeducationprogramdesignedtodelivernetenergysavings,

peakdemandsavings,andsustainedefficiencythroughtheimplementationofbothinternal

andexternalenergyefficiencyeducationandoutreachprograms,community‐basedenergy

efficiencyimplementationprograms,andimplementationprojectsatCountyfacilities.The

Countyisapublicagencycontainingmanylarge‐scaledepartmentsthatfulfilldifferent

rolesinimplementingthegoalsandobjectivesofthePartnership.ThePartnershipwill

assisttheCountyofSanDiegoinimplementingseveralofitsOperationalandCommunity

goalscontainedwithinits20l6‐2020StrategicEnergyPlanImplementation,including:

ReducingEnergyUsageandCost

ReducingEmbodiedEnergyinPotableWaterUse

GreenBuildingsandInfrastructure

MonitoringandCommunication/Education

ThePartnershipwillalsosupporttheCALong‐TermEnergyEfficiencyStrategic

Plangoals:

Local governments lead adoption and implementationof reach codes stronger

thanTitle24onbothmandatoryandvoluntarybasis

Strongsupportfromlocalgovernmentsforenergycodecomplianceenforcement

Localgovernments leadbyexamplewith theirown facilitiesandenergyusage

practices

Localgovernmentsleadtheircommunitieswithinnovativeprogramsforenergy

efficiency,sustainabilityandclimatechange

Localgovernmentenergyefficiencyexpertisebecomeswidespreadandtypical

TheCountyisapublicagencycontainingmanylarge‐scaledepartmentsthatfulfill

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differentrolesinimplementingthegoalsandobjectivesofthePartnership.Listedbelow

arethethreeCountydepartmentsthatwillbeimplementingatotaloffiveprojectsor

programsunderthePartnership:

DepartmentofPlanningandDevelopmentServices(DPDS)

− EnergyandClimatePrograms

DepartmentofParksandRecreation(DPR)

EnergyEfficiencyandConservationOutreachProgram

DepartmentofGeneralServices(DGS)

− StrategicEnergyPlanImplementation


DepartmentofPlanningandDevelopmentServices(DPDS)EnergyCode

TrainingandZeroNetEnergyEducation

CountyPlansExaminersandBuildingInspectorsparticipatedinseventrainingsto

improvetheirknowledgeandapplicationofCalifornia’s2016BuildingEnergyEfficiency

Standards.Inaddition,PDSStaffattendedLEEDtrainingcoursestoexpandunderstanding

ofthegreenbuildingcertificationprogram.

CustomizedClimateActionPlan

TheEnergyPolicy InitiativesCenter(EPIC)completedthepreliminarydraftof the

BaselineCommunityGreenhouseGas(GHG)EmissionsInventoryandAscentcompletedthe

draftoftheBaselineOperationGHGEmissionsInventoryforthedevelopmentofaClimate

ActionPlanthatmeetsstaterequirementsandaddressesreductionsofelectricity,natural

gas,andwater.TheCountyalsorevisedtheCommunity‐wideGHGInventoryandprepared

Community‐wide GHG Projections for years 2020, 2030, 2040, and 2050, as well as

developed2020and2030GHGreductiontargetsbasedontheState’sScopingPlan.

StakeholderEngagement

In2016,DPDSStaffwasengagedinarobustcommunityoutreachstrategyto

incorporatediversestakeholderinputinthedevelopmentoftheCounty’sClimateAction

Plan.TheseoutreacheffortsmeettheCounty’sLocalGovernmentPartnershipobjectiveto

workwiththecommunitytodevelopacomprehensiveClimateActionPlanthataddresses

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reductionsinelectricity,naturalgas,andwateruse.Stakeholderoutreachactivities

includedthefollowing:

− Hostedtablesat60communityevents

− Attended5stakeholdergroupevents

− Conducted21one‐on‐onestakeholdermeetings

− Hosted4facilitatedvisioningsessions

− Facilitated2publicworkshops

Marketing

DPDSStaffwrotefourarticlespromotingCountyachievementstowardsLocal

GovernmentPartnershipGoals.ThearticleswerepublishedinDPDS’smonthlynewsletter

e‐blastanddistributedtoapproximately2,000contacts.

DepartmentofParksandRecreation(DPR)CommunityPresentations

− SandburgElementaryMath&ScienceNight

− STEMExpoatPetcoPark

− EnergyPresentationatMountMiguelHighSchool

− EarthDayWeek(COC,PointLoma,CampPendleton)

− HealthyKidsDayatYMCAOceanside

− WarriorHikeElCapitan

− CivilianAffairsBattalion416FamilyDayCampPendleton

− AaronPriceFellowsaTasteofGovernmentServices

− TransitiontoAdulthoodEvent

− CaregiverRecognitionEvent

− LiveWellSanDiego5kandHealthExpo

JointCollateralPieceswithSDG&EandCountyofSanDiego

− “StayConnected”Brochure(Multi‐LingualBrochure)

− “StayConnected”TradeshowDisplay

− EnergySavingAdventuresProgramPublicServiceAnnouncement(debutedat

theMoviesintheParkserieslaunch)

− MoviesintheParkGoldSponsorship

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TheEnergySavingAdventuresprogramconductedthefollowingeducational

programs(programhighlights):

− NeighborhoodtoNature:Climate,Habitat,Humans(inpartnershipwithEarth

DiscoveryInstitute

− Jack’sPondPresentation

− LaJollaBeachCleanUp

− Balboa Park Scavenger Hunt (in partnership with Balboa Park Cultural

Partnership)

Department of General Services (DGS) Energy and Water Conservation and

Efficiency

Thisdepartmentcompleted three energy retrofit projects using SDG&E EEBR and

EEBI rebate programs and OBF. Whole building energy models were completed for five

facilities. Implementation work will be conducted in early 2017. Data from submeters will be

collected for a year to determine the effectiveness of implementation work. After the year of

data is collected and analyzed, it will be plugged into the models to further refine the analyses.

RetrocommissioningeffortsalsocontinuedattheCOC,withtheaidofCountyofSanDiego’s

engineeringconsultant,andwillbecompletedspring2017.

EnergyandSustainabilityDivision(ESD)willmoveforwardtowardLEEDEBOM

certificationoftheRamonaLibrary.Ataskorderwasnegotiatedwiththenewconsultant

toassistinthedatagathering,analysis,performanceimprovement,andcertificationofthis

facility.Theconsultantgatheredallthenecessarydataandhaspresentedtheirreport.

ESDiscurrentlyanalyzingittodeterminewhatmodificationswillbemadeinorderto

qualifyforLEEDEBOMSilverorGold.

Finally,theCountyinstallednewcoolingtowertreatmenttechnologyat4County

sitesin2016.

Newconstruction

ThefirstCountyownedZNEbuilding,AlpineLibrary,openedinMay;earlyissues

withcoordinatingcontrolssystemswiththenetworkedBuildingAutomationSystemare

beingaddressed,andtrackingofconsumptionandproductionwillbegininthefirstquarter

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of2017.TheCountyhasregisteredthisprojectwiththeLivingBuildingChallengetotrack

andcertifyperformanceoverthefirst12to16monthsofoperationstoverifythatitis

functioningasazeronetenergybuilding.Updatesandcalibrationofenergymodelwillbe

providedinupcomingquarterlyreports.AsecondZNElibraryiscurrentlyunder

construction,atImperialBeachwhichisscheduledtoopeninearly2017.TwoZNERFPs

werereleasedinthefourthquarterfortheHHSANorthCountyfacilityandBorregoSprings

Library.Contractsfortheseprojectswereawarded.

Demandresponse–Smartbuildingplatform

Several additional facilitieswerebrought into theCounty’snetworked centralized

BuildingAutomationSystemduring2016bringingthetotalnumberoffacilitiesmonitored

andcontrolledby thissystemfrom13to22. Thecommissioningagentalsodevelopeda

strategyfordemandresponseattheCountyOperationsCenterandthecampusparticipated

in3demandresponseeventsduringSeptemberandOctober.

Utilitymonitoringandreporting:

TheCountyreportedoperationsgreenhousegasinventoryintotheClimateRegistry

Information System, completed the verification process for emissions and received

ReasonableAssurancestatusfromTheClimateRegistry.

Communicationandtraining

TheCountyreceivedBeaconSpotlightAwardsforperformance:platinumlevelfor

agencygreenhousegasemissionreductionandsustainabilitybestpractices.

Coordinatedtrainingforstaffasfollows:

− CEMtrainingattendedby1staffmember

− AttendedWaterbuild,LosAngeles,Oct4,Greenbuild,LosAngeles,Oct5,6,7

− AttendedtheEnergy,Utility&EnvironmentConferenceFeb3,4,5

− AttendedtheNetpositiveenergyandwaterconferenceFeb18,19

− AttendedthefollowingtrainingsattheEIC:

1. What'sNewin2016forTitle24Non‐ResidentialStandards,Feb9

2. EnergyconsiderationsintheWELLbuildingstandard,May3

3. Advancedenergymanagementstrategies,Aug9

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4. InnovativeideaswithHVACDDC,Nov2

5. LocationalEnergyEfficiencyProgramWorkshop,June2

6. ZeroNetEnergy:FromIdeastoRealityforBuildings&Communities,June

7

7. Non‐ResidentialStandardsforEnergyConsultants,July19

8. SustainableStrategiesforBusinesses,Sept14

9. UnderstandingLuminaires,Oct25

10. LEEDCoreConcepts,Nov10

11. LEEDGreenAssociateTraining,Dec8

12. UtilityRates201:UnderstandingTimeofUseRates,Dec14

Educationoutreachefforts

− PresentedatSEECforumaboutZNEattheAlpineLibrary

− Marketedandhostedaseriesofwaterreduction,homeenergy,and

alternativetransportationworkshopsforCountyemployeesattheCOCand

CAC

− HostedaboothattheCountyEarthDaytoshowcaseenergyandwater

efficiencies.

− HostedseveralLightingFairsatCountycampuses.Thegoalwastohavea

robusteventforCountyemployeesthatfocusedonenvironmental

stewardshipandsustainability.EnergysavingLEDlightbulbsweresoldata

deepdiscounttoinspirepeopletomaketheswitchtoefficientlighting.

Throughout2016,theCountyhostedfourlightingandwaterconservation

fairs.Morethan585countystaffparticipatedintheevents,purchasinga

totalofover6,000LEDlights.

SanDiegoRegionalEnergyPartnership

Staff attended SD Region Climate Collaborative meetings, engaged in discussions

aboutSDREPactivities,andparticipatedinteleconferenceswithCPUCstaff.

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Statewideefforts

StaffparticipatedinannualStatewideEnergyEfficiencyCollaborative(SEEC)Forum

inRiversideandincreatingwaterreusepracticeguidefordesignprofessionals.

4. SDGE3275LGP–PortofSanDiegoPartnership

ProgramDescription:

TheSanDiegoUnifiedPortDistrict(Port)EnergyEfficiencyPartnership

(Partnership)istoincreasetheGreenPortProgram’sroleintheregionasan

environmentalsteward,progressachievementofthePort’sClimateActionPlan(CAP)

greenhousegas(GHG)reductiongoals,andbuildonthesuccessoftheprevious

Partnershipfundingcycle.Thesegoalswillbeaccomplishedbymaximizingenergy

efficiencyonPorttidelandsandprovidingPorttenants,staff,andthepublicthenecessary

toolstomakedecisionsthatcontinuetopromoteenergyefficiency.ThePort’sPartnership

componentsincludeenergyefficiencyeducationandoutreachtoPortemployees,

implementationofstrategiesthatwillcontributetotheCAP,educationandoutreachto

businesseswithinthePort’sjurisdictionthroughtheGreenBusinessNetwork(Network),

andregionalinitiativesthroughtheSanDiegoRegionalEnergyPartnership(SDREP).

WorkdonethroughthePartnershipisconcentratedwithinthePort’sfivemember

cities:SanDiego,Coronado,NationalCity,ChulaVista,andImperialBeach.These

combinedeffortsaimedtoreduceenergyusageandlowerpeakenergydemandsonPort

tidelands.


In2016,thePortmadesignificantstridestowardsincreasingenergyefficiencyat

Portfacilitiesandpublicareas.

InMarch2016,thePort’sthirdstreetlightingretrofitprojectwascompleted,

successfullyretrofittingover290park,walkway,andstreetlightstolight‐emittingdiodes

(LEDs).Thisprojectwasestimatedtosave230,000kWhannuallyand161metrictonsof

carbondioxideequivalent.Inthesecondquarter,thePortfinalizedtheOBFapplicationfor

theinteriorlightingretrofitprojectatitsAdministrationBuildingandthefinalloan

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agreementwassignedinMay2016.Inthefall,PortstafffromtheEnergy&Sustainability

teambeganworkingwiththeEngineering‐Constructiondepartmenttodesignthelighting

retrofitofarenovatedexpansionofthecurrentPortAdministrationBuilding,whichis

anticipatedtobecompletedinfall2017.EnergyefficiencymeasureswillincludeLEDlights

andHVACupgrades,andwillleverageSDG&Erebatesandincentiveswhereverpossible.In

November2016,PortstaffpartneredwiththeSanDiegoConventionCentertoconducta

lightingretrofitoftheConventionCenter’sparkingstructure.Theprojectretrofittedover

2,500lightstoLEDlightingfixtureswithtimedsensors.Thenewlightingsystemstaysata

dimleveluntilmovementissensedinthearea,resultinginapproximatelya30percent(%)

reductioninmonthlyelectricalconsumption.Throughoutthequarter,thePortuploaded

its130electricalmetersand100watermetersintoEnergyStarPortfolioManager.Having

thisdataavailableonPortfolioManagerallowedstafftobetterunderstandthePort’s

annualenergyandwaterconsumptionandshowcasedwhichbuildingscouldbetargeted

forretrofitsandenergyefficiencyprojects.

ThePortfurtherdevelopedtheGreenBusinessNetwork(Network)programin

2016byincreasingengagementwithcurrentmembersthroughworkshops,educational

resources,andtechnicaltools;aswellasincreasingmembershipthroughoutreachtoPort

tenantsandsub‐tenants.TheNetworkisavoluntaryprogramavailabletoallPorttenants

andsub‐tenantsthatprovidestoolsandresourcestohelpmembersreducetheirenergy

consumptionandoverallenvironmentalimpact.TheNetworkhasgrownto87

participatingtenantmemberswhichincludewaterfrontandmaritime‐relatedindustries,

hotels,marinas,restaurants,andsmallretailshops.During2016,servicesincludedenergy

evaluations,quarterlytrainingworkshops,adedicatedwebsite

(http://www.greenportnetwork.org/),promotionalvideosforPorttenantsthathave

implementedenergyefficientandsustainablebusinesspractices,marketingpackagesto

promotebusinessimplementationofenergyefficientbestpractices,andSustainability

Circles®(thedevelopmentoffiveyearactionplansthattargetenergyefficientproject

opportunities).Fourquarterlyeducationalworkshopswereheldin2016,whereover70

participantslearnedaboutenergyefficienttechnologies,renewableenergy,smart

63

buildings,electricvehicles,andenvironmentalemployeeengagementbestpractices.

Networkmembersreceivedbi‐monthlynewslettershighlightingupcomingSDG&E

trainings,tenantsustainabilityprojects,andenergyefficiencytipsandprojectideas.The

openrateoftheNetworknewslettersrangedfrom25%‐34%,whichisabovetheindustry

standard.Portstaffbeganworkingwithawebsitedeveloper/consultanttocreate

enhancementstotheNetworkMemberPortaltoallowPorttenantsandsub‐tenantsto

morereadilyaccessenergyauditdata,sustainabilitytips,andfundingopportunity

notifications.TheadditionstotheNetworkMemberPortalwillbefinalizedin2017.Three

NetworkbusinessescompletedtheSustainabilityCircles®programinJanuary,addingto

the10businessesthatcompletedtheprogram.Inmanyofthe5yearplans,businesses

focusedonenergyefficiencybyincludingLEDlightingretrofitsandemployeeengagement

campaigns.InMarch2016,thePortreceivedthesixmonthprogressreportofthe10

Networkmembersthathadcompletedtheprogram.Eachyear,Networkmembersare

honoredbyPortstaffatanEndoftheYearAchievementAwardCeremony.Thisyear,seven

NetworkmemberswererecognizedwithSustainableAchievementAwardsfor

demonstratingexemplaryperformancewithsustainabilityinitiativesin2016andall87

NetworkMembersreceiveda2016membershipplaque.Since2010,Networkmembers

havecollectivelysavedanestimated11millionkWhand300,000therms,theequivalentof

removingapproximately2,000carsfromtheroadforoneyear.

Throughout2016,thePortcontinuedtoidentify,assess,anddevelopstrategiesthat

willassistinreachingtheCAPgoals.KeymitigationstrategiesfortheCAPincludeenergy

efficiencymeasuresonPorttidelands,whichaccountforapproximately20%ofthe

anticipatedGHGemissionsreductionstobeachievedby2020.Throughouttheyear,the

Portencouragedtenantstoconductenergyefficiencyupgradesandretrofits,while

simultaneouslyupgradingPortownedfacilities.InJanuary2016,thePortreleasedaRFQ

forAs‐NeededCAPServices.Servicesunderthisagreementwillcoverarangeofprojects

relatedtomanagementoftheCAPandanalysisofGHGreductionopportunitiesand

progressto‐date.Theprojectswillinclude,butarenotlimitedto,thefollowing:supportfor

theimplementationoftheCAP,evaluationandprioritizationofCAPmeasuresand

64

products,andprogressreportingtomeetCAPtargets.Finalagreementswereapprovedat

thePort’sBoardMeeting.

inApril2016.InJune2016,PortstaffworkedwithCH2MHillEngineers,Inc.to

createthePort’sGHGinventory.Thisannualreportincludedfuel,electricity,andgasGHG

emissionsinScope1andScope2categoriesforPortownedandoperatedfacilities.This

inventorydoesnotincludeanyPorttenantoperations.TheresultsoftheGHGinventory

showcasedaGHGemissionreductionof2%relativeto2014.Onemainreasonforthe

reductioninGHGemissionswasduetothePort’sinteriorandexteriorlightingretrofit

projectsthatwerecompleted.

InSeptember2016,staffpresentedtheannualYearinReviewpresentationatthe

Boardmeeting.TheYearinReviewisanannualreportofthePort’sprogressonGreenPort

ProgramgoalsandtheimplementationofCAPmeasures.

During2016,thePortdistributedquarterlymemosinFebruary,April,July,and

Octoberhighlightingenergyefficiencyrelatedtrainingsandseminaropportunitiesto

variousPortdepartments,includingEngineering‐Construction,RealEstateDevelopment,

GeneralServices,andthePlanningandGreenPortdepartments.Thequarterlymemos

servedtohighlighttargetedenergyefficiencyeducationalopportunitiestorelevant

departmentsandengageuppermanagementtoencouragestaffparticipationintraining

opportunities,whichledto34employeesattendingtrainingsthatincludedthefollowing

topics:smartbuildings,LEED,heatingsystemefficiency,Title24,BuildingOperation

Certification,andenergyefficiency.InJune2016,twoPortstaffmemberspresentedatthe

StatewideEnergyEfficiencyConferenceinRiverside,California.Onestaffmember

presentedontheGreenBusinessNetworkprogramandhowthisconceptcouldbeapplied

tootherlocalgovernmentagencies.Theotherstaffmember,presentedontheSustainable

LeasingProgramandhowotheragenciescouldutilizeanincentiveprogramtoencourage

sustainabilityprojects.

ThroughcollaborationoftheSDREP,thePorthelpedfundenergyefficiency

communityworkshopsincludingthehostingcommunityworkshopstopromoteenergy

efficiencyopportunitiesandservicestoresidentsandbusinesses,includingZNEWebinars,

65

BenchmarkingCoaching,HomeEnergyCoaching,andSanDiegoRegionalClimate

Collaborative(ClimateCollaborative)quarterlyworkshops.

In2016,thePortcontinuedtoserveontheSteeringCommitteeoftheClimate

Collaborative,aprimaryinitiativefortheSDREP.TheClimateCollaborativeservesasmulti‐

agencyregionalcollaborationintendedtoraiseawarenessandunderstandingoftheenergy

efficiencyandclimateactionplanningactivitiestakingplaceintheSanDiegoregion.The

ClimateCollaborativealsopromotescommunityanddecision‐makerengagement.

Additionalinformationisavailableonlineat:www.sdclimatecollaborative.org.Fora

summaryoftheSDREPachievementsduring2016,refertotheSanDiegoRegionalEnergy

PartnershipFinal2016ReportandtheStrategicPlanMenuUpdateReportforJanuary–

December2016.Portstaffcontinuestoattendmonthlysteeringcommitteemeetingsto

learnfromotherlocalgovernmentagenciesonenergyefficiencyandclimateaction

planningbestpractices.Portstaffisresponsibleforreviewinginvoicesandprogress

reportsfortheSDREP,andprovidingjointoversightofPartnershipexpensetrackingand

reportpreparation.

ToadvanceimplementationoftheCAP,thePortcontinuestoworkonthe

developmentoftheSustainableLeasingProgram.TheBoardofPortCommissioners

approvedtheUtilityUsageReportingOrdinance(Ordinance)byunanimousvote,whichis

onecomponentoftheSustainableLeasingProgram.TheOrdinancerequiredtenantsto

reportutilityusage(energyandwater)throughtheEnvironmentalProtectionAgency

ENERGYSTAR®PortfolioManager®(PortfolioManager)onlinetool.Portstaff,with

assistancefromtheSanDiegoPortTenantsAssociation(SDPTA),CSE,andEdisonEnergy,

areworkingcloselytoimplementtheOrdinance.

PortstaffcontinuestoworkontheSustainableLeasingProgramwhich,through

amendmentofvariouscurrentpoliciesandadministrativeprocedures,wouldestablishthe

frameworkforeconomicincentivesfortheimplementationofabove‐compliance

improvementsanddemonstratedGHGreductions.Newleasingprovisionsareunder

consideration,includingpotentialrequirementsforperiodicfacilityassessmentsand

energyauditstopromoteincreasedenergyefficiencyandsustainabilitymeasures.Based

66

ontargetedresearch,staffdevelopedaconceptualIncentiveFrameworkthatincludes

SustainableTechnologyAdvancementFunding,LeaseNegotiatedIncentives,andExpedited

“FastTrack”AdministrativeReview.In2016,SDG&EcollaboratedwiththeSanDiego

UnifiedPortDistrict(“District”)ondiscussionssurroundingthedevelopmentofanEnergy

ManagementPlan(“EMP”),asauthorizedinAssemblyBill(“AB”)628.Thesediscussions

resultedinSDG&EandtheDistrictagreeingonareasoffocusforaprospectiveEMPwhich

alignwiththeobjectivesofAB628andhelptoachievethegoalssetforthintheDistrict’s

2013ClimateActionPlan.Whilethesediscussionsareongoing,SDG&EandtheDistrictare

workingtowardsthegoaloffinalizinganEMPin2017.

5. SDGE3276LPG–SANDAGPartnership

ProgramDescription:

TheSANDAGEnergyRoadmapProgramisanon‐resourceLGPprogramwithSDG&E

thatofferslocaljurisdictionsassistanceinmakingtheirbuildingsandprocessesenergy

efficient,implementingstateenergycodesthroughaccesstotrainingandworkshops,and

servingasaconduittotheirconstituentsonprogramsthathelpreduceenergybillsand

positivelyimpacttheenvironmentandthecommunity.Theprogramwillcontinueto

providelocalgovernmentswithsupportthatresultsinreducedgreenhousegas(GHG)

emissionsandadvancesenergyefficiency.Theprogramwillprovidefreeenergy

assessmentsforgovernmentbuildingsandonlinetoolstomonitorelectricity,naturalgas,

andtransportationfueluse(transportationcomponentsarefundedbySANDAGoutsideof

theLGPcontractandfunds).Theprogramprovidescontinuedaccesstotechnicalexperts

thatcanassistjurisdictionswiththenecessaryprocessestoimplementbuilding

improvements,localplanningefforts,andcommunityoutreach.TheProgramwillcontinue

tohelpbuildcapacitywithintheSANDAGmemberagenciesthatdonothavedirectLGPs

withSDG&E,aswellascoordinateresourcesfromSDG&E'sEmergingCitiesProgram(ECP),

andcollaboratewiththeotherLGPsintheregion.TheEnergyRoadmapProgramisa

continuationofasuccessfulLGPthatwaslaunchedin2010.Thisscopeofworkforthe

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2016‐2020RollingPortfolioCyclebuildsonthepreviouscycles'EnergyRoadmap

Programs.


Internally,severalactivitiesstemmedfromtheimplementationoftheSANDAG

GreenOperations(Ops)Manual,whichhasbeenbranded“GoGreen@SANDAG”.

GoGreen@SANDAGpostedquarterlyenergyandwaterefficiencynewsvia

YAMMERandintranetsite,reachingapproximately350staffwitheachposting.

Launcheda“SustainabilityBingo”asameanstoengagestaffonpossiblehome

andofficeenergyefficiency,waterconservation,andothersustainabilityactions

viatheGoGreen@SANDAGinitiative.

HeldaSANDAGemployeeeventthatprovidedabehindthescenestourofthe

newlyenergy‐retrofittedlibraryattheNaturalHistoryMuseumatBalboaPark,

aspartofGoGreen@SANDAGfor20employees.

Hosteda"GoGreen@SANDAG"boothattheAnnualEmployeeWellnessFairat

twoofficesthateducatedemployeesonenergyandwatersavingprogramsand

measures.

− DistributedenergyefficiencyprograminformationprovidedbySDG&E,

includingrechargeableportablepowerbanks,reusabletotebagsand

notebooksmadefromrecycledpaper

− Conductedasustainabilitysurveythatreached130employees;sharedhome

energyprogrambrochuresprovidedbySDG&E.

− Attendancewasestimatedataround60%ofstaff,orabout200employees.

In2016,EnergyRoadmapProgrampresentationsandmaterialsweregivento

SANDAGpolicycommittees,stakeholdergroups,andin‐personmeetingsreaching

approximately66electedofficialsand142municipalstaff,allthe19jurisdictionsofSan

DiegoCountythatcompriseSANDAG.AlleligiblecitieshavecompletedEnergyRoadmaps

andmanyofthemarenowbeingimplementedthroughtheProgram.

SANDAGsupportedcitydevelopmentofenergyefficiencycomponentsofClimate

ActionPlans(CAPs)andimplementationeffortsaswellasGeneralPlanUpdatesrelatedto

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energyandclimatemitigationbyleveragingavailableSANDAGfundsviasub‐regional

effortsandinternalsources.Italsofacilitatedsomecityandregionalclimatechange

activitiestoincreasecoordinationandstandardizedapproachesacrossgovernments,

agencies,SDG&E,andacademia.

SANDAGContinuedtosupportthecitiesofSolanaBeach,DelMar,ElCajon,and

OceansidethroughFebruarytocompleteclimateplanningactivitiesfundedthrough

SDG&E’sECP.

SANDAGalsocontinuedtocoordinateandfacilitatequarterlymeetingsforaNorth

CoastEnergyActionCollaborative,apeer‐to‐peerefforttosupportEnergyRoadmap

implementationbythecitiesofCarlsbad,DelMar,Encinitas,OceansideandSolanaBeach.

InconjunctionwithSDG&E,SANDAGofferedcommunityoutreachactivitiestocities

throughECP.EventswerescheduledinOceansideandEncinitasforEarthDayinApril

2016andachamberlunchandlearneventinCarlsbad.

Meetingtopicsincluded:

SANDAG’supdatedEnergyRoadmapProgramservices

CityofCarlsbad’sCAPimplementationmeasures

SanDiegoRegionalEnergyPartnership(SDREP)’sHomeEnergyCoach

CityofChulaVistaCAP/EnergyEfficiency“LessonsLearned”

PACEProgram–HEROReportingwalk‐through

Desiredmarketing/outreachgoalsforsub‐region

iCommute&TransportationDemandManagementstrategies

Ordinancetemplateresources

Greenbusinessprograms

Business‐relatedmeasureswithinCAPs

ParticipatedinquarterlymeetingsforaSouthBayEnergyActionCollaborative,a

peer‐to‐peereffortcoordinatedbyChulaVistatosupportEnergyRoadmapimplementation

bythecitiesofNationalCity,Coronado,andImperialBeach.

SANDAGlaunchedtheNorthInlandCitiesEnergyCollaborativeandheldtwo

quarterlymeetingswiththecitiesofEscondido,Poway,SanMarcos,andVista.

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Representativesfromplanning,communitydevelopment,andpublicworksdepartments

participated.Thepeersharingofsimilarworkeffortswasverywellreceived.Meeting

topicsincluded:

BeaconAwardProgram

Trainingandfundingopportunities

Legislativeupdates

Climateactionplanningresources

SDG&ECoreProgramupdates(e.g.,SDG&E’sBusinessEnergySolutions)

SDREPprogramupdatesandavailableresources(e.g.,HomeEnergyCoach:

EmployeeProgramandGreenBusinessProgram)

SANDAGalsoparticipatedinCAEnergyEfficiencyCoordinatingCommittee

(CAEECC)meetingsandsubcommitteesandservedasamemberofthePublicSector

Subcommitteeonbehalfoftheregion.

AsaBeaconAwardChampion,SANDAGassistedthecitiesofDelMar,Encinitas,

NationalCity,Oceanside,andSolanaBeachwithapplicationstotheBeaconAwardProgram

and/orBeaconSpotlightAwardswhichtheyreceivedin2016.

ThroughSDREP,collaborativeeffortscontinuedwithotherLGPsintheregion:Cities

ofSanDiegoandChulaVista,thePort,andtheCounty,includingthefollowing:

CoordinatedandfacilitatedmeetingsamongthefiveSDG&ELGPstodevelop

consistentandachievable2016LGPoversightandmonitoringmethods.

Participatedinapproximately12SanDiegoRegionalClimateCollaborative

(SDRCC)SteeringCommitteemeetingsandfourquarterlynetworkingmeetings.

CoordinatedtwoclimateactionplanningtrainingswiththeSDRCCforlocal

governmentstaff.

PresentedatSDRCCNetworkmeetingsonSDREPactivities.

TheSANDAGRegionalEnergyWorkingGroup(EWG)held8meetingsthatincluded

severalenergyefficiencytopics,plusonetour.Attendeesincludedelectedofficials,local

governmentandpublicagencystaff,SDG&E,CenterforSustainableEnergy(CSE),

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universities,businessandenvironmentalgroupsaswellasmembersofthepublic.Meeting

topicsrelatedtoenergyincluded:

EnergyRoadmapProgramservicesfor2016‐2020,includingSDREP,SDRCC,and

ECP

StateofDistributedSolarintheSanDiegoRegion(CSE)andSDG&E’sConnected

totheSunProgram(nowknownasEcoChoice/EcoShare)

SDG&EEnergyEfficiencyBusinessPlans

CAIntegratedEnergyPolicyReport(IEPR)

EnergyandClimateLegislation/StateActivities

CaliforniaEnergyEfficiencyCoordinatingCommittee(CAEECC)

HydrogenFuelingStations

ElectricVehiclesandChargingStations

TourofSDG&E’sEOCandMeteorologyCenter

CleantechSanDiego’sEnergyInnovationCluster

LocalGovernmentandSpecialJurisdictionsCAPs.

6. SDGE3277LGP–SEECPartnership

ProgramDescription:

TheStatewideEnergyEfficiencyCollaborative(SEEC)Programisanalliance

betweenthreestatewidenon‐profitorganizationsandCalifornia’sfourIOUstofacilitate

actionbyCaliforniacitiesandcountiestoreducegreenhousegasemissionsandsave

energy.Thecollaborativeemploysavarietyofstrategiestocatalyzelocalclimateand

energyaction,includingeducationandtoolsforEEandclimateactionplanning,venuesfor

peer‐to‐peernetworking,technicalassistancetoimplement,trackandassesstheprogress

ofcitiesandcounties,andsupportandrecognitionforlocalagenciesparticipatinginthe

Beacongreenhousegasemissionsandenergyefficiencyprogram.

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TheannualSEECForumhadatotalof320participants,thehighestlevelof

participationsincetheforumfirststartedin2010,from90uniquecities,

counties,andregionalagencies,representingover88%ofthestate’spopulation.

23newparticipantsjoinedtheBeaconProgram,totaling100citiesandcounties

representingmorethan30%ofCalifornia’spopulation.TheBeaconProgram

recognizedarecordnumberofcitiesandcountieswithawardsincluding83

SpotlightAwardsand8fullBeaconAwards.

26newemissionsmanagementcalculatorsweredevelopedfortheClearPath

softwaretool.Atotalof128Communityand53GovernmentOperations

inventorieswerecreatedin2016includingover1,000individualcalculations

and83newUScitiesarenowusingClearPath.ClearPathwasselectedasthe

officialinventorytoolfortheCompactofMayorsandnowsupportsone‐click

reportingofsummarydatatotheCarbonClimateRegistry(CCR)reporting

platform.Inaddition,userscreated135business‐as‐usualforecastsand29

actionplanscenariosinthetool.Collectivelyusersloggedover1,000hoursof

useinthetoolover2016.

TheCoordinatorshared731bestpractices,fundingopportunities,news

highlights,events,andresourcestoover900localgovernmentstaffandother

keystakeholders.

ResourcesDeveloped

StateofLocalClimateActionPlan:presentsacomprehensivepictureof

measurablelocalemissionstrendsandtargets,planningefforts,andenergyand

climateactionsinthestate,alongwithin‐depthprofilesoflocalandregional

agenciespursuinggoalslikepublichealthandeconomicdevelopmentthrough

climateaction.

ZeroNetEnergyHubforLocalGovernments:aggregatesexistingresourceson

ZNE,highlightskeyrelatedpolicies,andprovidestangiblestrategiestoadvance

ZNEeffortsthroughafour‐stepprocess:identifyingandengagingkey

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stakeholders;creatingavision;demonstratingleadership;andsupporting

communityefforts.

WeatherizationGuideforLocalGovernments:highlightsthebenefitsof

weatherizationandhighlightsbestpracticesfordevelopingpartnershipsand

programs,demonstratingleadership,andinvestinginworkforcedevelopment,

aswellaskeyresources.

2016ClimateandEnergyLegislativeUpdate:highlightskeyclimate‐andenergy‐

relatedbillspassedinthe2016legislativesessionincludingAB‐197,AB‐1550,

AB‐2722,SB‐32,SB‐1000,andotherimportantbills.

TheSEECCalendarfeatured340webinars,publicworkshops,conferences,and

otherclimate‐andenergy‐relatedeventsin2016,providingasingleplacefor

localgovernmentstafftolearnaboutimportantevents.

CURRENTS:aquarterlyenergynewsletterdevelopedbytheCoordinator,

featuredarticleson27timelyandrelevanttopicsincluding:

− UnpackingtheParisAgreement:ImplicationsandInspirationforLocal

Governments

− Preparingforthe2016BuildingEnergyEfficiencyStandards(Title24Part6)

− HowtoBestUseInnovativeTechnologiestoHeadTowardsZNE

− HighPerformanceLeasesOfferaSolutiontotheSplitIncentiveEnergy

Challenge

− EmergentTrendsforLocalGovernmentsin2017

TechnicalAssistanceProvided

SEECconductedademonstrationprojectintheGatewayCitiesregiontohelpthe

regioncapitalizeonthegrowinginterestinsustainabledevelopmentamong

localofficials,businessesandcommunityleadersintheregion.Throughout

2016,SEECpartnersandtheCoordinator:

− OrganizedtwoCap‐and‐Tradeworkshopsthateachattractednearly100local

officialsandstaff;

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− RecruitedadditionalcitiestojointheBeaconProgram–currently,thecities

ofSouthGate,Whittier,Downey,andNorwalkareBeaconparticipants;

− BriefedCoalitionofGovernments(COG)staffandconsultantsongreenhouse

gasemissionsanalysisandtherolethatitplaysindevelopingcompetitive

grantsforCap‐and‐Tradeprogramsinthestate’sGreenhouseGasReduction

Fund;

− ForgedapartnershipamongtheCOG,theCityofNorwalk,andtheEnergy

LeadersprogramadministeredbyEdisonandSoCalGastosecurea

CivicSparkfellowtoworkwithGatewayCitiesjurisdictionsonenergy

efficiencyandclimateactionplanning;and

− CollaboratedwiththeCOGtoorganizeaClimatePlanningToolsworkshop.

SEECpartnersandtheCoordinatoralsoworkedwiththeCountyofSanMateoto

supporttheirZNEefforts.Afternumeroustargetedcallstolearnaboutthe

County’sresourceandtechnicalassistanceneeds,SEECdevelopedtheonline

ZNEHubtocreatea‘one‐stop‐shop’forZNEresourcestostreamlineresource

accessandresearchefforts.

TheCoordinatorconductedover77one‐on‐onecallsandmeetingswithlocal

governmentstafftoprovidetechnicalassistanceandresourceconnections.

7. SDGE3278LPG–EmergingCitiesPartnership

ProgramDescription:

TheEmergingCitiesProgram(ECP)ispartoftheLocalGovernmentPartnership

umbrellaandisintendedtoprovidelocalgovernmentsadditionalresourcestosupportand

buildcapacityinengaginginenergyefficiencyactivitiesthatachievedeep,comprehensive

energysavings.ECPcollaborateswithSANDAG’sEnergyRoadmapProgramtoprovide

energyassistancetopublicentitieswithenergyandsustainabilityprojectsandcommunity

outreach.Additionally,ECPfundsactivitiessupportingmunicipalcodesandstandards,

educationandoutreach,implementationofClimateActionPlans(CAP)andEnergyAction

Plans(EAP),GHGreductionplansandothersustainableprojects.ECPworksdirectlywith

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citystaffinanefforttoreachtheircouncil,small‐to‐mediumsizebusinessowners,and

residents.


RegularlycoordinatedwithSANDAGtostrengthentheEmergingCitiesProgram

andtoengagenewparticipants.ECPparticipantsfocusedonimplementingthe

energyefficiencyportionsoftheirEnergyRoadmap.

ContributedtoEnergyActionCollaborativeswithSANDAG:

a. NorthCoastEnergyActionCollaborative(NCEAC),whichconsistsofDelMar,

SolanaBeach,Encinitas,Carlsbad,andOceanside.

b. SouthBayEnergyActionCollaborative(SoBEAC),whichconsistsofChula

Vista,ImperialBeach,NationalCity,andCoronado.

c. InlandCitiesCollaborativewhichconsistsofthecitiesofPoway,SanMarcos,

Vista,andEscondido.

LeveragedtheLocationalEnergyEfficiencyProgramtohelppromoteenergy

efficiencyanddemandreductionintheOceansidearea.

Providedresourcesatthefollowingworkshops:

a. SolanaBeachClimateActionPlanworkshop

b. OceansideLunchandLearnregardingLocationalEnergyEfficiencyPrograms

FinalizedenergyportionofDelMar’sClimateActionPlanwiththehelpof

contractor.

ContractedvendortocompleteenergyefficiencyordinancefortheCityof

Carlsbad.

PlacedadsinquarterlypublicationswithOceansideandSanClementeto

promoteSDG&E’scoreprograms.

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H. StatewideEmergingTechnologiesPrograms

ProgramDescription

ThestatewideEmergingTechnologiesProgram(ETP)supportstheCalifornia

InvestorOwnedUtility(CAIOU)energyefficiencyprogramsintheirachievementsof

aggressiveobjectivesthroughthreesubprograms.TheTechnologyAssessments

SubprogramsupportstheCAIOUenergyefficiencyprogramsbyidentifyingandassessing

theperformanceofemergingenergyefficiencytechnologiesandsolutionsthatmaybe

offeredtocustomerswithanincentive.TheTechnologyDevelopmentSupportSubprogram

supportseffortstoincreasetechnologysupplybyeducatingtechnologydeveloperson

technicalandprogrammaticrequirementsforenergyefficiencymeasures.TheTechnology

IntroductionSupport(TIS)Subprogramsupportseffortstointroducetechnologiestothe

marketbyexposingend‐userstoapplicationsofemergingtechnologiesinreal‐world

settings,andbyusingthirdpartyimplementerstodeploytechnologiesonalimitedscalein

themarket.

ETPusesmultipletacticstoachievetheobjectivesofitsthreesubprograms.Someof

thekeytacticsaredescribedbelow,buteachtacticmaybeusedtoachieveanyofthe

subprogramobjectives,andthislistisnotexhaustive.

1. SDGE3246SW‐ET–TechnologyIntroductionSupport

ProgramDescription:

TheTISSubprogramsupportsthemarketintroductionofnewtechnologiestothe

marketonalimitedscalebyimplementingScaledFieldPlacements(SFP),Demonstration

Showcases(DS),marketstudies,andTechnologyResourceInnovationProgram(TRIP)

projects.SFPprojectsconsistofplacingameasureatseveralcustomersiteswiththeintent

ofgainingmarkettractionandfeedback.Typically,thesemeasureshavealreadyundergone

anassessmentorsimilarevaluation,reducingtheriskoffailure.DSprojectsaredesigned

toprovidekeystakeholderstheopportunityto"kickthetires"oncombinationsof

measuresthatadvanceCaliforniaLongTermEnergyEfficiencyStrategicPlan(CLTEESP)

andZNEgoals.DSintroducesmeasurestostakeholdersatasystemlevel,inreal‐world

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settings,creatingbroadpublicandtechnicalcommunityexposureandincreasedmarket

knowledge.DSareopentothestakeholdersandhighlightasystem’sapproachthatcanbe

applicableacrosstheserviceterritory.Marketstudiesaredesignedtoperformtargeted

researchoncustomerbehavior,decisionmaking,andmarketbehaviortogainaqualitative

andquantitativeunderstandingofcustomerperceptions,customeracceptanceofnew

measures,andmarketreadinessandpotentialfornewmeasures.TRIPsolicitsthirdparty

projects(ofupto$300,000)todeployemergingtechnologiesonalimitedscaletothe

market;theseprojectsareoftenincollaborationwiththeutility’senergyefficiency

programs.


Scanned,screened,andprioritizedTISprojectideasincoordinationwithenergy

efficiencyprograms.

CompletedoneTRIPsolicitation.

Presentedatconferencestopromoteprojectexposure,stakeholderawareness,

andpublicinformationdissemination.

Performedprimaryand/orsecondaryresearchtogainmarketinsighton

technologies.

CoordinatedwiththestatewideETCCstakeholders.

2. SDGE3247SW‐ET–TechnologyAssessmentSupport

ProgramDescription:

ThroughtheTechnologyAssessment(TA)elementofETP,energyefficient

measuresthatarenewtothemarket(orunderutilizedforagivenapplication)are

evaluatedforperformanceclaimsandoveralleffectivenessinreducingenergy

consumptionandpeakdemand.Akeyobjectiveoftheseassessmentsistheadoptionof

newmeasuresintoSDG&E'sportfolio.Historically,TAisoneofthecorestrengthsofETP

andprovidescriticalsupporttoenergyefficiencyprograms.ETassessmentsmayutilize

data/informationfromdifferentsourcesincluding:insitutesting(customerorotherfield

sites),laboratorytesting,orpaperstudiesmaybeusedtosupportassessmentfindings.In

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additiontootherfindingsand/orinformation,assessmentstypicallywouldgeneratethe

datanecessaryforenergyefficiencyrebateprogramstoconstructaworkpaperestimating

energyanddemandsavingsoverthelifeofthemeasure.


CollaboratedwithIOUandnon‐IOUpartnersandscannedawidevarietyof

sourcesforassessmentcandidates.

Identified,screened,andprioritizedtechnologiesorstrategiesforTA.

ProducedreportsdescribingTAresults,conclusions,andrecommendations.

Activelyengagedtheenergyefficiencyprogramandotherprogramstakeholders

TransferredTAresultstoenergyefficiencyprogramstakeholdersandCalifornia

TechnicalForum(CalTF),withtechnologymeasuressuccessfullytransferringto

deemedrebatesaswellascustomincentivemeasures.

Supportedmeasuredevelopmentandmeasurerevisionprocessesforinternal

IDSMresourceacquisitionefforts.

Coordinatedassessmentsandsharedtechnologyinformationthroughthefour

quarterlymeetingsoftheEmergingTechnologiesCoordinatingCouncil(ETCC)

ontopicsofCommercialBuildings,Agricultural,Residential,.andDataCenters.

SupportedmarketreadytechnologieswithanETForumfocusedonagricultural

technology

MetwithETCCAdvisoryCounciltwiceinpersonaswellasmultipletimesover

webinarstogaininsightfromnationalexpertsinthefield.

3. SDGE3248SW‐ET–TechnologyDevelopmentSupport

ProgramDescription:

TechnologyDevelopmentSupport(TDS)Subprogramaidsprivateindustryinthe

developmentorimprovementoftechnologies.Althoughproductdevelopmentisthe

domainofprivateindustry,thereareopportunitiesforIOUstoundertaketargeted,cost

effectiveactivitiesthatprovidevalueinsupportofprivateindustryproductdevelopment

efforts.ThissupportdecreasesinnovatoruncertaintiesandallowstheIOUstohaveinputin

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theprocess.ETPlooksfortargetedopportunitiestosupportenergyefficiencyproduct

development.Productdevelopmentistheprocessoftakinganearly‐stagetechnology,or

concept,andtransformingitintoamarketableproduct.ETPusesseveralactivitiesto

supporttechnologydevelopers,includingTechnologyResourceInnovationOutreach

(TRIO)roundtablesandsymposia.TRIOsymposiaareintendedtoeducatetechnology

developersontherequirementsthatIOUsmustapplytoconsideringnewtechnologiesfor

inclusioninIOUprograms.TRIOroundtablesaretargetedtoasmalleraudienceandhave

focusedoncosteffectiveness,EnergyManagementSystems,andETAssessments.TRIO

providessupportandnetworkingforenergyefficiencyanddemandresponse

entrepreneurs,investors,researchinstitutionsanduniversitieswiththegoalofproviding

participantsthenecessaryperspectiveandtoolstoworkwithIOUsandultimately

introducenewenergyefficiencymeasurestothemarketplace.


Collaboratedwithindustrydirectlyandthroughpartners,suchasthe

ConsortiumforEnergyEfficiency(CEE),WesternCoolingEfficiencyCenter

(WCEC),andtheCaliforniaLightingTechnologyCenter(CLTC),toprovide

targetedsupportfortechnologydevelopment.

Collaboratedwithandeducatedinnovatorsfromuniversitiesandotherresearch

institutions.

CollaboratedwiththeETCCandIOUsonvariousactivities.Continuedon‐going

businessrelationshipswithinvestorswhowereinterestedinfundingcost

effective,energyefficiencytechnologies.

HostedTRIOsymposiumandTRIOroundtablewithETCC.

SupportedearlystagecompaniesthroughanETForumcoordinatedwiththe

RocketFund,andDepartmentofEnergy’s(DOE)FLoW(FirstLookoftheWest)

businessplancompetitionevent,whichprovideseedfundingtohelpstart‐ups

developproductsaddressingdirectutilityneeds.

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HeldameetingwiththeCaliforniaEnergyCommission(CEC)ElectricProgram

InvestmentCharge(EPIC)andPublicInterestEnergyResearch(PIER)programs

tofocusoncollaborationandresearchalignmentwithETP.

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I. StatewideFinanceProgram

1. SDGE3262SW‐FIN–On‐BillFinance

ProgramDescription:

On‐BillFinancing(OBF)isaninterest‐free,unsecuredfinanceofferingdesignedto

facilitatethepurchaseandinstallationofcomprehensive,qualifiedenergyefficiency

measuresfornon‐residentialcustomerswhomightnototherwisebeabletoactgiven

capitalconstraintsand/oradministrativeandtimeburdens.Approvedcustomerswho

installcomprehensiveprojectsareeligibletoreceiveafullrebateorincentivefromthe

participatingSDG&Eprogramsandtofinancethebalanceofcomprehensive,qualified

energyefficiencyanddemandresponsemeasures.Customerloansarerepaidthrougha

fixedmonthlyinstallmentontheirutilitybills.


OBFcontinuestoprovidemonthlyTradeProfessionaltrainingontheOBFprocess

andrequirements.TheOBFtrainingsofferatwo‐wayopencommunicationchannel

betweenTradeprofessionalsandOBF.

OBFalsocontinuestocoordinatewithassignedaccountexecutives,Partnership

ProgramsandThirdPartyProgramstoallowfinancingofapprovedmeasuresandprojects.

Staffworkscloselywithassignedaccountsbyprovidingoutreachandparticipatingin

seminars,tradeshows,quarterlymeetingsandspecialprojects.Financingprogramsalso

allowSDG&Etoprovidethebestpossibleexperienceforitsenergyefficiencycustomers.

SDG&EcontinueditsOn‐BillFinancingProgramin2016,andhasfundednearly1500loans

totalingover$51millionasofyear‐end2016,enablingbusinesses,localgovernments,and

institutionalcustomerstopursueincreasinglevelsofenergyefficiency.

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J. StatewideCodesandStandardsProgram

ProgramDescription:

TheStatewideCodesandStandards(C&S)Programsavesenergyonbehalfof

ratepayersbyinfluencingstandardsandcode‐settingbodies,suchastheCECandtheDOE,

tostrengthenenergyefficiencyregulationsbyimprovingcompliancewithexistingC&S,

assistinglocalgovernmentstodevelopordinancesthatexceedstatewideminimum

requirements,andcoordinatingwithotherprogramsandentitiestosupporttheState’s

ambitiouspolicygoals.C&SProgramadvocacyandcomplianceimprovementactivities

extendtovirtuallyallbuildingsandpotentiallyallappliancessoldinCalifornia.

Throughout2016,PG&E,SCE,SoCalGas,andSDG&EcollaboratedwiththeCECto

initiateover20newCodesandStandardsEnhancement(CASE)proposalsforthe2019

Title24,Part6rulemakingandassistedtheCECwithrelatedinfrastructureandresource

developmentfor2019,preparingfor2016Standardsimplementation,andparticipatedin

ASHRAE90.1and189.1Standardstechnicalcommitteesorworkinggroupstoupdate

requirementsonsixtopics.

TheComplianceImprovementSubprogramdelivered244Title24,Part6standards‐

relatedtraditionalclassroomtrainingsessions,20virtualclasses,facilitated20Decoding

Talksandupdatedallon‐lineself‐studycoursestoreflectthechangesandadditionstothe

Standards.TheEnergyCodeAcetoolsandresourceswereupdatedforthe2016Standards,

inadditiontolaunchinganewApplicationGuideseries.InclosecollaborationwiththeCEC,

thestatewideC&SComplianceImprovementteamdevelopeddynamiccompliance

resourcesandchecklists,andsupportedthedevelopmentofdynamicformsthatare

expectedtobereleasedin2017.TheComplianceImprovementteamalsodevelopedor

updated12On‐DemandVideosinsupportoftheCEC’sModernizedApplianceEfficiency

DatabaseSystem(MAEDBS),sevenfactsheets,andaWater‐EnergyNexusonlineself‐study

course.

TheC&SProgramteamcontinuedtosupportexpansionoftheReachCode

Subprogramwhichisinagrowthcycledrivenbythenew2016Title24standardsandthe

increasedfocusbylocalgovernmentsonclimateactionplans.Thestatewideteamis

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coordinatingwiththeCECtoprovidethetechnicalanalysisneededtosupportlocal

jurisdictionsadoptinglocalenergyordinances.


Supportforstateandfederalbuildingcodesandappliancesstandardscontinuesto

moveCaliforniatowardsresidentialZNEby2020,non‐residentialZNEby2030,andthe

statewidegoalsetforthbySB350todoubleenergyefficiency.

ComplianceimprovementactivitieshavecontributedtoTitle24,Part6compliance

adjustmentfactors3thatexceed100percent,andcomplianceratesforappliancestandards

between80and90percent.

Buildingefficiencyandappliancestandardadvocacyefforts,andhigherthan

expectedcompliancerates,haveresultedinasignificantenergysavingsattributabletothe

C&SProgram.NetC&Ssavingsareapproximatelyhalfoftotalnetenergyefficiency

portfoliosavings.

IncreasedscrutinyontheCodes&StandardsEnhancement(CASE)studieshas

requiredadditionaldatacollection.Fieldstudies,producttesting,andotherprimary

researchhaveresultedinstrongerCASEstudiesandmorestringentstandards.

IncreasingscrutinybystakeholderstoCECandDOErulemakingscontinuesto

compelincreasingrigortoachievesuccess.Theadditionalrigorisachievedbyincreasing

research(labtesting,fieldsurveys,etc.)whichincreasescosts.Thecomplexityofbuilding

codesandthenumberofappliancestandardscontinuestoincrease.DOEstandardsfornew

productcategoriescontinuedtoincreasepreemptionofstateappliancestandardsand

constrainprescriptivebaselinesforbuildingcodes,therebylimitingopportunitiesfor

Californiatorequireincreasedcosteffectivesavings.

TheaudiencerequiringTitle24,Part6traininghasincreasedinscopeandnow

includesarchitectsanddesigners,commissioningagentsandacceptancetesttechnicians,

electricdistributioninspectors.Increasedtrainingmodulesarerequiredtoservethis

expandedusergroup.

3 Compliance adjustment factors account for buildings that exceed minimum code requirements on a whole building basis.

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Thereareseveralopportunitiestoincreasesavingsfromstateandfederalbuilding

codesandappliancestandards;oneofthembeingcontinuedexpansionofprimary

researchtogroundproposalsusingdata.InadditiontofurtherexpansionofTitle24,Part

6educationandtraining,significantenergysavingsmaybeachievedbyexpandingsupport

forincreasingcompliancewiththeappliancestandards.Lookingahead,code

simplificationandefficiencyimprovementofexistingbuildingswillbeincreasingly

important.

Newreachcodeswillbedevelopedbasedon2016buildingcodesnowthatsoftware

hasstabilized.ContinuingtocollaboratewiththeComplianceImprovementteamto

recruitandinvolveadiversecross‐sectionofmarketactorstocontributeduringtheinitial

advocacystageoftheBuildingEnergyEfficiencyStandardsrulemakingprocesswillresult

inimprovedcomplianceratesandsmootherimplementation.

1. SDGE3249SW‐C&S–BuildingCodes&ComplianceAdvocacy

ProgramDescription:

TheBuildingCodesAdvocacySubprogramprimarilytargetsimprovementsto

California’sBuildingEnergyEfficiencyStandards(Title24,Part6).Title24,Part6is

updatedbytheCEConatriannualcycle.Thesubprogramalsopursueschangestonational

buildingcodesthatimpactCaliforniathroughASHRAEandothernationalandinternational

code‐settingbodies.Advocacyactivitiesinclude,butarenotlimitedto,developmentof

codeenhancementproposalsandparticipationinpublicrulemakingprocesses.The

programmaycoordinatewithorinterveneinratingsorganizationsthatarereferencedin

Title24(e.g.,theNationalFenestrationRatingCouncil,andtheCoolRoofRatingCouncil).

TheseeffortssupportthestatewidegoalsoutlinedintheCleanEnergy&Pollution

ReductionAct(SB350)toincreasebuildingefficiencyby50percentaswellsupportthe

pursuitofZNEobjectivesincludedintheEnergyEfficiencyStrategicPlan.


Initialworkpreparingforthe2019Title24,Part6standardsdevelopmentbeganin

2016.TheC&SteamscheduledandheldstakeholdermeetingsinSeptember,Octoberand

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Decemberof2016toinformandengagestakeholders,gatherinputandrefinethemeasure

listandspecifications.Themeetingscoveredapproximately24codechangeproposalsin

ninecategories:

AdvancedDaylightingDesign

DemandResponse

LaboratoryMeasures

Non‐ResidentialHVAC

Non‐ResidentialLighting

ResidentialEnvelope

ResidentialHVACandResidential

Non‐ResidentialIndoorAirQuality

ResidentialWaterHeating

WarehouseTopics

ThecurrentstatusoftheCASEmeasuredevelopmentincludes:

Workingwithstakeholderstogatherinformationthatwillinformcodechange

proposals,marketanalysis,andcosteffectivenessanalyses

Developingmarketandcosteffectivenessanalyses

PreparingthefirstdraftsoftheCASEReportsforCECreview

CollaboratingwiththeComplianceImprovementteamtoidentifyandaddress

complianceandenforcementimplicationsofproposedcodechanges

InadditiontoCASEdevelopment,theC&Steamprovidedtechnicalsupporttothe

CECinthefollowingways:

Developmentofanenergycalculationspreadsheetforscreeningenergysavings

estimates

DevelopmentofTimeDependentValuation(TDV)demandfactorsspreadsheet

forcalculatinggenerationpeakdemand

DevelopmentofOutdoorLightingandIndoorLightingenergysavings

spreadsheetsthatincludeTDV,peakdemandandPVcostsavings

GuidanceandsupportoncosteffectivenessstudyofdifferentdefinitionsofZNE

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(regulatedloads,regulated+whitegoods,total,etc.)

DrawingparticipantstogetherfromIAQstandarddevelopmentforLEED,

ASHRAE62.1andtheBuildingEnergyEfficiencyStandardstoallowuseofTitle

24,Part6IAQstandardforcompliancewithotherstandards.

2. SDGE3250SW‐C&S–ApplianceStandardsAdvocacy

ProgramDescription:

TheApplianceStandardsAdvocacySubprogramtargetsbothstateandfederal

standardsandtestmethodsincludingimprovementstoTitle20ApplianceEfficiency

RegulationsbytheCEC,andimprovementstoFederalapplianceregulationsand

specificationsbytheDOE,EnvironmentalProtectionAgency(EPA)ENERGYSTAR®and

ASHRAE,andtheFederalTradeCommission(FTC).Advocacyactivitiesincludedeveloping

Title20codeenhancementproposals,participatingintheCECpublicrulemakingprocess,

participationinASHRAEcommittees,submittingcommentlettersbasedonIOUresearch

andanalysisinfederalstandardsproceedings,andparticipatingindirectnegotiationswith

industry.Additionally,theprogrammonitorsstateandfederallegislationandintervenes,

asappropriate.


TheC&SprogramadvocatedforchangestoTitle20ApplianceEfficiency

Regulations.ActivitiesincludedparticipationinseveralCECwebinarsandworkshops

regardingLEDs,small‐diameterdirectionallamps,computes,displays,portablespasand

poolpumpsrulemakings.TheprogramdevelopedCASEstudiesfortheCEConproducts

includingconsumerelectronics,EISAexemptlamps,sprinklerspraybodies,commercial

clothesdryers,televisionscomputersanddisplays,andcompletedlaboratorytestingfor

commercialclothesdryerswithresultssubmittedaspartoftheCASEstudies.

Additionally,C&Sadvocatedforchangestofederalappliancestandards.Activities

included:

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Researchedandrespondedtospecificissuesrelatedtofederalrulemaking

andspecificationprocessesconductedbytheDOE,EPAENERGYSTAR®,and

theFTC.

Participatedinseveralstakeholdermeetingsduringrulemakingsand

specificationsprocess,resultingin30rulemakingadvocacylettersissuedin

2016.Theresultsoftheseeffortswillbedeterminedinfutureyears.IOU

AdvocacylettersissuedinpreviousyearsinfluencedrulingsonsevenFederal

Measurestakingeffectin2016.

ParticipatedinDOE’sApplianceStandardsandRulemakingFederalAdvisory

CommitteeworkinggroupswithDOE,industry,andotherstakeholders.

3. SDGE3251SW‐C&S–ComplianceEnhancement

ProgramDescription:

Followingadoption,C&SsupportscomplianceimprovementwithboththeBuilding

EnergyEfficiencyStandardsandtheApplianceStandards.Complianceimprovement

activitiescomplementadvocacyworkbymaximizingverifiedsavingsfromC&Sthatare

realizedandpersistovertime.TheComplianceImprovementSubprogramtargetsmarket

actorsthroughouttheentirecompliancechain,providingeducation,outreach,and

technicalsupportandresourcestoimprovecompliancewithboththebuildingand

applianceenergystandards.Achievingsatisfactorycompliancewithcodesandstandardsis

acrucialrequirementforcapturingtheintendedenergysavingsforthelong‐termbenefit

ofsociety.Highcomplianceratesarenecessarytoleveltheplayingfieldforwell‐

intentionedsuppliersandcontractorswhoareotherwisefacedwithacompetitive

disadvantagewhencomplyingwithregulations.Greatercompliancestrengthensvoluntary

programbaselinesandprovidesasolidfoundationforfuturerobustadvocacyefforts.


Title24,Part6BuildingEnergyStandardsComplianceImprovement

TheComplianceImprovementteamupdatedexistingtrainingassets(classes,tools,

resources,etc.)andcreatednew2016Title24,Part6trainingcoursesdesignedtosupport

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marketactorsacrossthecomplianceindustry.Trainingisofferedinseveralmodalities

includingtraditionalclassroomsessions(attrainingcentersandotherlocationsas

requested),virtualclassroomsessions(live,onlineclasses,alsoknownasv‐classes),

webinarsandonlineself‐study,allowinguserstotakethecourseattheirconvenience.The

Title24,Part6DecodingWebinarandTitle20On‐DemandVideocoursesarerecordedand

availableontheEnergyCodeAcewebsite.Inaddition,five2013Title24,Part6onlineself‐

studycourses,whichrequiredminormaintenancein2016,willremainavailablethrough

theendof2017.

TheComplianceImprovementteamdevelopedcoursesforallmodalitiesoffered,

includingupdatingexistingcoursesdesignedfor2013standardsandcreatingnewcourses

onthe2016standards.

Trainingwasdeliveredviaclassroomsessions,decodingwebinars,v‐classes,online

self‐studycoursesandvirtualworkshops.Theaccomplishmentsfromeachtypeoftraining

aredescribedbelow.

TheTitle24ComplianceImprovementteam:

− conducted244classroom(in‐person)trainingsessionswithapproximately

4,800attendees.

− conducteddecodingwebinarscoveringfivetopicsrelatedtothe2016Standards

update.Eachwebinarwasofferedinfourseparatesessions,resultingin

completionof20decodingwebinarswithatotalof659attendees.

− updatedfivevirtualclassroom(v‐class)coursestoreflectchangesinthe2016

standards.VirtualclassesaremodifiedversionsofthetraditionalStandards

Essentialssuiteofclassroomcoursestargetingenergyconsultants.TheTitle24

ComplianceImprovementteamconducted20v‐classeswithatotalof441

attendees.Eachclasswasheldoverathree‐dayperiod.

− offeredonlineself‐studycourses.

Overallcourses,thereappearstobeatrendtowardagreaterknowledgeswing

basedonresultsfrom2015‐2016.Thenumberofusersdecreasedin2016,likelytheresult

ofmanypeoplepostponingtraininguntilthenew2016trainingmaterialsbecameavailable

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laterintheyearand/ortheeffectivedateforthenewcode.

TheTitle24ComplianceImprovementteambegandevelopmentoftwovirtual

workshops:ResidentialModelingTipsandAnalyzingtheCode of Federal Regulation (CF1R):A

ConceptualOverview.

ThesevirtualworkshopsarebeingdevelopedpartlyinresponsetotheCalifornia

AssociationofBuildingEnergyConsultants(CABEC)CertifiedEnergyAnalyst(CEA)

certificationtestresults.

During2016,theC&SteamincollaborationwithCABEC,commencedaprojectto

thoroughlyupdatethe2013CertifiedEnergyAnalystResidentialandNon‐Residential

certificationexamsfromthe2013tothe2016EnergyCode.Attheendof2016,thisupdate

projectwasclosetobeingcomplete,withmostexamquestionscomplete,andexams

scheduled.Theprojectalsoincludeddevelopmentofauserguidetohelpfacilitatethe

writingoffutureexams.Thisprojectisscheduledtobecompleteinthefirsthalfof2017.

TheTitle24ComplianceImprovementteamalsoupdatedtheexistingEnergyCode

Acefactandtriggerssheetsforthe2016standards,anddevelopedsevennewApplication

Guides.

TheteamcontinuedoutreachviaEnergyCodeAcebyparticipatinginindustry

events,distributing70targetedmessages,andupdatingEnergyCodeAce.com.Specific

activitiesandoutcomesincludethefollowing:

Participatedin36industryoutreacheventsin2016(includingexhibiting,

presenting,sponsoringanddistributingmaterialscollateralatthe2016

AmericanCouncilforanEnergy‐EfficientEconomy(ACEEE)conferencein

California).

Built/strengthenedstrategicpartnershipswithorganizationssuchastheCEC,

CABEC,AmericanInstituteofArchitects,CaliforniaCouncil(AIACC)andlocal

chapters),InstituteofHeatingandAirConditioningIndustries(IHACI),

CaliforniaBuildingOfficials(CALBO),InternationalCodeCouncil(ICC)Chapters,

StatewideEnergyEfficiencyCollaborative(SEEC).

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TheEnergyCodeAceteamupdatedallfourofthe“Ace”toolsforthe2016

Standards.Thetools,listedbelow,aredesignedtofacilitatecompliancebyaddressing

knownbarriersintheindustry.TheupdatedAcetoolsare:

ReferenceAce‐TheReferenceAce™toolhelpsusersnavigatetheTitle24,Part6

Standardsdocuments.

FormsAce‐TheFormsAce™toolisdesignedtohelpdeterminewhichTitle24,

Part6Formsareapplicabletoaspecificproject.

NavigatorAce‐TheNavigatorAce™toolprovidesastep‐by‐stepguidetothe

Title24,Part6complianceprocess.

InstallationAce‐TheInstallationAceisa"fieldguide"toassistinidentifying

properinstallationtechniquesandprovidesvisualaidsforsomecomponents

commonlyinstalledincorrectly.

TheTitle24ComplianceImprovementteamiscoordinatingwiththeBuilding

Advocacyprogramtostrengthentheprocessbywhichmarketactorscontributeinputto

thecodesandstandardsimprovementprocessandminimizecomplianceissuescreatedby

theStandardslanguageitself.Coordinationincludeswebinarcollaborationsdiscussing

codeusersandcompliancetasks,CASEtopicreviews,andcollaborationinstakeholder

meetings.Integrationwillcontinueduring2017.

TheComplianceImprovementteamisupdatingCEAresidentialandnon‐residential

examinationsfor2016standards.Aspartofthiseffort,theteamrevisitedandupdatedthe

examblueprint,criteria,andcandidateskillsetdescriptions.

Title20ApplianceStandardsComplianceImprovement

TheComplianceImprovementteamcompletedthefollowingactivitiesin2016,

whichwasthefirstfullyearoftheTitle20compliancesupportactivities:

− CoordinatedwiththeCECtorefineandfinalizea2016outreachplan.

− LaunchedtwelveEnergyCodeAceon‐demandvideomodulesorganized

underthesixtopicstosupportTitle20complianceimprovement.

− Developeda60‐minuteonlineself‐studycourseontheWater‐EnergyNexus,

whichisavailablethroughtheEnergyCodeAcewebsite.

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− Hostedandrecorded“Test,CertifyandComply,”anonlineeventfocusingon

thehighefficacyresidentiallightingrequirementsinTitle24,Part6Joint

Appendix8.ThistopiccrossesoverbetweenTitle20andTitle24,Part6.

TheComplianceImprovementteamdevelopedthefollowingTitle20‐related

resources:

− FactsheetsdocumentingrequirementsfortheequipmentandTitle20

certificationprocesses.

− AddedTitle20ApplianceStandardsdocumentto2016ReferenceAcetoolto

allowuserstoeasilyreferenceperformancerequirementstoensurespecified

equipmentiscompliantwiththestandards.

In2016,theComplianceImprovementteamcompletedthefollowingoutreach

activitiesrelatedtoTitle20:

− Examinedmethodstobeginoutreachregardingappliancecertificationat

timeofadoption.

− Developedoutreachplansforplumbingfixturesandfittingsandfor

residentiallightingproducts.

− Initiatedrelationshipsforpotentialfuturecollaborationwithlocalwater

utilities,CaliforniaBuildingStandardsCommissionandtheCalifornia

DepartmentofHousing&CommunityDevelopment.

− IncollaborationwithCEC,initiatedmonthlyanalysisofTitle20hotline

callstodetermineandverifyifresourceswereaddressingmarketneeds.

− ProvidedTitle20outreachatconferencesandeventsattendedbyEnergy

CodeAce.

− CollaboratedwiththeAdvocacyteamtopreparefornewrulemakingsor

supportrecentadoptions.

− WorkedwiththeCECtodeveloptheVoluntaryCaliforniaQualityLight‐

EmittingDiode(LED)LampSpecification3.0,andtoalignwithTitle20,

Title24,andvoluntaryprogramrequirements.

− Continuedworkfor2017thatstartedin2016,whichincludespreparing

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fortheeffectivedateofLEDreplacementlampstandards(A‐lamps,small

diameter,portableluminaires)andconductingassessmentforsmall

batterychargers(SBCS)viainterviewswithretailers,importersand

manufacturers.

4. SDGE3252SW‐C&S–ReachCodes

ProgramDescription:

Inadditiontostateandnationalbuildingcodes,theC&SProgramprovidestechnical

supporttolocalgovernmentsthatwishtoadoptordinancesthatexceedstatewideTitle24

minimumenergyefficiencyrequirementsfornewbuildings,additions,oralterations.

ReachCodessupportforlocalgovernmentsincludesresearchandanalysisforestablishing

performancelevelsandcosteffectivenessrelativetoTitle24byClimateZone,drafting

modelordinancetemplatesforregionalconsistency,andassistanceforcompletingand

expeditingtheapplicationprocessrequiredforapprovalbytheCEC.Thesubprogramalso

supportslocalgovernmentsthatseektoestablishresidentialorcommercialenergy

conservationordinancesforexistingbuildings.

Theprogrammonitorsand/orparticipatesinawiderangeofactivitiesor

proceedingsthathavedirectorindirectimpactsonCaliforniaregulationsincluding,butnot

limitedtoASHRAE,internationalactivitiesinvolvingEurope,Asia,Canada,andAustralia,

voluntarystandardssuchasgreenbuildingcodes,andratingsorganizationssuchasthe

CoolRoofRatingCouncil,NationalFenestrationRatingCouncil,CollaborativeforHigh

PerformanceSchools,andtheUnitedStatesGreenBuildingCouncil.Additionally,the

programinteractswithENERGYSTAR®andothervoluntaryactivitiestoshapefuture

regulationsorsupportcoordinationwithvoluntaryprograms.


TheC&SReachCodesprogramworkedwithlocaljurisdictionstopavethewayfor

adoptionofcodeswhichexceed2016Title24aspartofthethree‐yearcycleoflocal

jurisdictionadoptionofCaliforniaUniformCodes.

TheReachCodesprogramcreatedseveraltechnicalresourcesforlocaljurisdiction

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use,includingthefollowing:

Non‐ResidentialOutdoorLightingCostEffectivenessStudy

CoolRoofCostEffectivenessStudy

Plug‐InElectricVehiclesInfrastructure

2016CALGreenCostEffectivenessStudyforLow‐RiseResidentialNew

Construction

CityofDaviswillsoonbeestablishingtheValleyCleanEnergyAlliance.Davis

requestedthattheReachCodesteamrunastudyusinganescalationrateforutilitycosts

(overandabovetheinflationrate),andtoincreasetheexcessgenerationbuybackrateto

equaltheretailrate.

Theteamrevisedastudytoexaminethecosteffectivenessofanall‐electricdesign

versusgas/electric.Theall‐electricoption,becausethereisnoPVsystemoversizing,iscost

effectiveinallclimatezones.However,becausetheminimumefficiencyrequirementfor

heatpumpwaterheatersisfarlessthanatypicalsystem,thecompliancecalculation

significantlypenalizesstandardefficiencysystems.Theall‐electricscenarioincludesahigh

efficiencyheatpumpwaterheatertoproducecompliantmodels.Thusitmaynotbeusedto

requireall‐electricdesign,butdoesdocumentthattherearecosteffectiveoptions.

TheReachCodeprogramconsultedwithCECstaffonproposedsolarordinance

featuresandrecommendedrequiringa“reach”levelofenergyefficiencybeyondthe

minimumcodetoensuretheloadingorderismaintainedandtoencourageachievingall

feasiblesavings.TheCECultimatelyproposedrequiringapplicantstomeettheminimum

coderequirementwithoutusingthePVcompliancecredit,andtheninstallPVsystem.

DevelopedcosteffectivenessstudyandmethodologyfordeterminingminimumPVsystem

size(withoutoversizing).Providedrecommendationsonordinancelanguage.Investigating

optionstoimplementsoftwarerevisionstofacilitateimplementation.

Theprogramalsoanalyzedthefeasibilityofrequiringresidentialnewconstruction

tomeettheTitle24,Part11definitionofZNE(achieveanEnergyDesignRating,orEDR=

0).Analysisisunderwaytoexpandthestudytoallclimatezoneswithanestimated

completioninearly2017.

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5. SDGE3253SW‐C&S–PlanningCoordination

ProgramDescription:

ThePlanningandCoordinationSubprogramworkswiththeCEC,CPUC,ETP,WE&T,

rebateandothervoluntaryprograms,toconductstrategicplanninginsupportofthe

StrategicPlanpolicygoals,includingZNEgoalsfornewconstruction.Aspartofthe

expandedoutreachandcommunicationsefforts,theC&SProgrammaintainsaC&S

collaborative,andcontinuestofacilitatethestatewideComplianceImprovementAdvisory

Group.Inaddition,theC&SProgrammaintainsregularcontactwithstateandfederalcode‐

settingagenciestominimizeduplicationofeffortsandcoordinateactivities.

ThePlanningandCoordinationSubprogramisanon‐resourcesubprogramthat

seekstoenhanceSDG&E’seffortstoachievestatepolicygoalsbyimplementingproject

levelactivitiesthatenhanceC&Sadvocacyandincreasemarketfeasibilityofthe

subprogrammeasuresthroughtargeteddatacollection,customerinducements,and

knowledgetransfertobuildersandothermarketactors.Thisapproachmaximizesprogram

agilityand,consequently,responsivenesstoCPUCandCECobjectives.CodeReadiness

activitiestargetstrategicopportunitiesthatarecomplementarytoETandotherprograms

intheSDG&Eportfolio;forexample,measuresforwhichthereislimitedtimetoincrease

codereadinessthroughvoluntaryprograms,lowvolumemeasuresthatmaybeimportant

foraspecificgoal,andactivitiesormeasuresthathaveaTotalResourceCost(TRC)

benefit/costratiomuchlessthan1.0.


SDG&EconductedtacticalplanninginsupportoftheCPUC’sresidentialZNEpolicy

goal.Activitiesincludeddevelopmentofadraftplan,reviewbyCPUCandCECstaff,and

revisionstothedraftplanbasedontheseinputs.Furthermore,SDG&Edevelopeda

standingstatewidecross‐functionalconferencecalltoimprovecoordinationand

communicationwithothergroupswithintheIOUenergyefficiencyportfolio.SDG&Ealso

collaboratedwiththeWE&Tstatewideteamontrainingcalendarofferingsforbuilding

industrycommunityandtrainingforcommunitycollegeson2013Title24code

requirements.

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K. StatewideIntegratedDemandSideManagement

1. SDGE3260Local‐IDSM‐ME&O–LocalMarketing(EE)

ProgramDescription:

SDG&E’s2016IntegratedDemandSideManagement(IDSM)Marketing,Education

andOutreach(ME&O)effortscontinuedtofocusonthebenefitsofcomprehensivedemand

sideprogramsforresidentialandsmall‐mediumbusiness(SMB)customers.

TheongoingobjectiveoflocalME&Oeffortswastofunnelcustomersfrom

awarenessofSDG&E’sbroadportfolioofIDSMprograms,tointerestinlearningmore,and

ultimatelytoparticipationinrelevantprogramsthatbestmeettheirneeds.Thiswas

accomplishedbypromotingtheincreasedimpactthatanintegratedapproachcanhave

overall,withsegmentedofferstoincreaseinterestinspecific,comprehensiveprograms

acrossSDG&E’senergyefficiency,low‐income,anddemandresponseportfolio.

SDG&EdevelopedME&Ostrategies,messagesandmaterialsthatincreased

customerexposureto,andunderstandingof,demand‐sideprogramsandprovidedon‐

goingeducationthroughavarietyofchannelstomeetcustomerswheretheyareand

providehighvaluesolutionsfortheirspecificneeds.

LocalIDSMME&Oactivitiessupportedawareness,interest,andparticipationgoals

primarilythroughthefollowingtwostrategies:

Directoutreachandcustomerengagementcomplementedbypartnershipswith

keythirdpartyorganizations

BroadawarenesscampaignssupportedbytargetedME&Oefforts


In2016,SDG&E’sResidentialOutreachteamparticipatedinmorethan1,400

communityactivities,includingevents,presentations,andworkshopsthatpromoted

holisticsolutionstocustomers.Thegoalwastoofferavarietyofcomprehensiveenergy‐

savingsolutionsbypresentingenergyefficiency,demandresponseand/ordistributed

generationprogramsincombination,ratherthanonlyofferingsinglesolutions,oneata

time.

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Outreacheffortsoftencenteredaroundrecurringkeyinitiatives,suchastheSDG&E

BranchOfficeTailgateseries,localhomeimprovementshows,safetyandemergency

preparednessevents,healthandwellnessfairs,multiculturalcommunityevents,earthfairs

atmajoremployerworksites,communitysustainabilityevents,andprogrammingat

librariesandCoolZonesites.

OneofthemosteffectivewaysSDG&Eeducatedresidentialcustomersabout

energy‐savingsolutionswasthroughpartnershipswithcommunity‐basedorganizations

(CBOs).TheorganizationsthatmakeupSDG&E’sEnergySolutionsPartnernetworkare

diverseandreachawidevarietyofcustomersinuniqueandengagingways.

EnergySolutionsPartnerHighlight

A2016partnershipwithMediaArtsCenterSanDiego(MACSD)included

preparationandsupportoftheirfallfestival.MACSDlaunchedayouthenergyconservation

PublicServiceAnnouncement(PSA)contestforkids(ages9‐19)askingthemtosharewhat

energyconservationmeanttothemandwhattheydoathometosaveenergy.Thecontest

waspromotedtoschoolsandlocalorganizationsthroughonline/socialchannels,which

resultedinmorethan70submissions.Submissionsincludedawide‐varietyofenergy‐

savingideasandfeaturedmanySDG&Eprogramsinenergyefficiency,demandresponse

anddistributedenergy.ThetopthreewinnershadtheirwinningPSAshownbeforeeach

filmatthefestival.ThisisjustoneexampleofhowSDG&Eisworkingatthegrass‐roots

leveltoengagelocalconstituenciesinIDSMsolutions.

BusinessMarketing&Outreach

SDG&E’sBusinessOutreachteamworkedcloselywithSDG&E’sSmall‐Medium

Business(SMB)teamearlyintheyeartopromotecomprehensiveIDSMsolutionsto

customerswhowereexperiencinghigherbillsontheirnewtime‐of‐use(TOU)rates.

Eventswereheldattargetedtradeassociations,chambers,andlocalgovernmentpartners

encouragingparticipationinSDG&E’sIDSMprograms.Collaborationpackageswere

developedwithcontentthatincludedsampletweets,Facebookposts,e‐newsletterand

websitearticles,SDG&E’sTradeProfessionalDirectory,pricingandbillingplans,rebates,

incentives,andenergyspendingalerts.TheBusinessOutreachteamalsogave

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presentationsonIDSMprograms,pricingandbillingplansfortradeassociationsand

assignedcustomers,asrequested.

TheMajorCustomerAdvisoryPanel(MCAP)providedquarterlyupdatesontopics

suchasregulatory,rates,andprograms,includingIDSM.SDG&E’s2016EnergyShowcase

ExpowasheldattheSanDiegoConventionCenterwherecustomerswerehonoredfor

achievementsinenergyefficiency,demandresponseandsustainableenergyprojects.2016

wasalsothefirstyearthattheEnergyShowcasehonoredsmall‐mediumbusinessesfor

theirenergy‐efficiencyefforts.AhighlightoftheEnergyShowcaseExpowastheEnergy

SolutionCenterwherecustomerswereprovidedadditionalassistancewithquestions

regardingtheiraccount,demandsideprograms,andotherservices,suchassigningupfor

eventnotificationsforTOUcustomers.Businessseminarsincludedorganizedindustries

suchashealthcare,andincludeddiscussionsonenergyefficiencyanddemandresponse

programs.Tradeassociations,incollaborationwiththeBusinessOutreachteam,planned

meetingsandeventsattheEnergyInnovationCenterpromotingvariousSDG&Edemand

sideprograms.

PartnerOrganizationSpotlight

TheBalboaParkCulturalPartnership(BPCP)protectsBalboaPark’snatural,

culturalandhistoricalresourceswhileimprovingtheeconomicviabilityofoneofSan

Diego’soldestpublicspaces.BPCPleveragesadiversearrayofpartners,includingSDG&E,

toachievethecoreobjectivesofadvancingSustainabilityinLiteracy,Practice,and

Leadership.SDG&EsupportedBPCPeffortsin2016withIDSMME&Ofunding,toexpand

exposureofenergyefficiency,demandresponse,distributedgeneration,cleantechnology,

electricvehicles,andelectric/waterconservation.Continuingtheirmomentumasthe

2015SDG&EEnergyShowcaseChampion,BPCPcontinuedtobeanexemplary

representativeofIDSMinactionandexpandedtheireffortsin2016,toincreaseoverall

awarenessamongvisitorsandcontinuetomakecomprehensiveupgradestoparkfacilities.

2016BPCPhighlightsincluded:

Educatedmorethan2,000visitorsandstaffonIDSMtopics

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Developedrelationshipswithmorethan75activepartnerorganizationsto

increasetheirimpactonthecommunityandgetIDSMorsustainabilityprojects

doneinthepark

SolicitednineBPCPmemberstosigntheGreenMuseumsAccord,anational

movementtocreatesustainablemuseums

CompletedprocessofonenewconstructionbuildingbecomingLEEDCertified

WorkedwiththeMuseumofMantoincreaseitsLEEDstandingtoGoldby

offsetting100%ofitsbuilding'senergy‐relatedcarbonfootprint(electricand

gas)

PublishedanddistributedGreenImpactGuidestoallBPCPmembers

AwarenessCampaignsandTargetedME&O

SDG&E’sintegratedenergysolutionscampaignforSMBcustomers“Energy4Biz”

providedinformationregardingonlinetoolstohelpthemmanagetheirenergyuse,

informationonsigningupforalertsondemandresponseeventdays,audits,financingand

more.ThesolutionscampaignincludedmessagingtoSMBcustomerswithinformation

aboutcomprehensiveIDSMtoolsandsolutionstohelpthemmanagetheirenergycosts.

TacticsusedincludedEnglishandSpanishTVspots,digitaladvertising(pre‐rollvideoand

bannerads),radiotrafficIDs,collateral,directmarketingandsocialmedia.

Digital:TheEnergy4Bizdigitalbannercampaignsincludedinformationonthe

ProgrammableCommunicatingThermostats(PCTs)andwerecreditedwithhelpingthe

programexceedtheir2016goals.Energy4Bizalsoincludeda“waystosave”banner

campaignthatincludedallenergyefficiencysolutionsandtargetedcustomersbyindustry

Collateral:SDG&Eproducedamarketingpiece(bi‐fold)fortradeprofessionals,

accountexecutivesandfieldrepresentativestohandouttocustomerswhichtooka

customerthroughafourstepprocess:

1. Audits(ComprehensiveAuditsProgramandBusinessEnergySolutions)

2. Developanactionplan(usingOnBillFinancing)

3. Findatradeprofessional

4. Continuesavingwithdemandresponseprogram

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EnergyUpdate:Producedfour“newsletter”stylebillinsertsthatinformed

customersaboutevents,energy‐efficiency,demandresponse,testimonials,ratereformand

more.

Website:In2016,SDG&Eimplementedanewmarketingautomationtoolonthe

sdge.comwebsitecalledLift.Thetoolharnessesthepowerofcontentdistributionand

customerdatatodeliveramorepersonalizedexperienceonsdge.com.SDG&Eisnowable

totrackacustomer’snavigationonthewebsiteandmakeassumptionsaboutwhattypeof

customertheyare.Forexample,acustomerwhoseeksoutenergy‐efficiencyinformation

maygettailoredcontentaboutdemandresponseinasubsequentvisitorthroughongoing

electroniccommunications.Everytimeacustomervisitedsdge.com,SDG&Elearnedmore

informationaboutthemthatitaddedtotheirprofile.Asaresult,SDG&Ecouldprovide

morerelevantinformationtothecustomer.Infact,withintheshorttimethatit’sbeen

operational,SDG&ElearnedthatbyprovidingpersonalizedcontentthroughLift,the

customerismorethanfivetimesmorelikelytoclickonacalltoaction(CTA)thanwiththe

normalwebsiteexperience.

WelcomeLetter:TheSDG&Ewelcomeexperiencewasrevisedin2016toimprove

newcustomerinteractionswiththecompanywithinthefirst30days.Thewelcomeletter

contentwasrevisedandexpandedtohighlighthouseholdenergyconsumptionandcross‐

promotecustomerprograms(suchasenergyefficiencyanddemandresponse).SDG&Ewill

launchthenewandimprovedwelcomelettertoitscustomersin2017.

2. SDGE3261Local‐IDSM‐ME&O–BehavioralPrograms(EE)

ProgramDescription:

Thepurposeofthisprogramistoincreasecustomerawarenessoftheirenergyuse

andmotivatethemtotakeactions,whichcanincludeusage‐basedorequipment‐based

changesinbehaviors,aswellasincreasedparticipationinexistingandfutureenergy

efficiencyordemandresponseprograms.

Thisprogramleveragescomparativeenergyusereportsdeliveredtoresidential

customersbyU.S.Mail,email,webportal,oranycombinationofthethreechannels,to

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achievegreatercustomerawarenessandenergysavings.Theprovidedinformationmay

includethefollowing:

1. Anormativecomparison,contextualizingahousehold’senergyuseagainstthat

ofasetofneighborswithsimilarattributes.

2. Apersonalcomparison,showingthehouseholditsenergyuseovertime.

3. Energyefficiencyanddemandresponserecommendationscomprisedoftipsand

programpromotions.

Thisprogramwasalsoleveragedtodeliverintegratedenergyefficiencyand

demandresponseprogramofferstotheparticipatingcustomers.Traditionaleconomic

modelsarebasedonpriceandinformationtodriverationalchoice,yetcustomersarestill

notadoptingenergyefficiencyanddemandresponsewhenitiscleartheycansavemoney.

Thetheoryunderlyingcomparativeenergyusageprogramsisthatbyprovidingcustomers

informationabouttheirbehaviorthoughacomparisonoftheirhouseholdsenergyuseto

thatofsimilarhouseholds,alongwithrelevanttipsandoffers,customerswillmodify

behaviorsandundertakeactionsand/ormakeenergyefficientproductpurchasesthat

resultinenergysavings.Thisprogramhelpsaddressthebarrierthatpreventscustomers

fromactingevenwhenitmakeseconomicsensethroughtheuseofbehavioralcomponents

suchasfeedback,socialapprovalandgoalsetting.


Theprogramsuccessfullyreachedthedesignatedcustomerbaseinthedeployment

oftheHomeEnergyReportexpansion,whichresultedinapproximately500,000customers

beingauto‐enrolled.Theprogramresultsareexpectedtoincludeelectricityandnatural

gassavings.However,increasedcustomerengagementandincreasedprogramuptakeare

yettobedeterminedasthisprogramisevaluatedex‐postwhichisdueinearly2017.

Customersarealsoencouragedtoregisterontheonlineplatformwhichprovides

additionalinformationonhowtosaveenergy.Whencustomersregisterontheonline

platform,theycanviewtheirneighborcomparisoninmoredetail,receiveadditional

recommendationsandtipsonhowtosave,createaplanonwhattheycandotosave,view

theirhomeenergyusageinmoredetail,provideadditionalinformationontheirhome

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profile,andparticipateinthepointsandrewardsprogram.Thepointsandrewards

componentoftheplatformofferscustomerspointswhenenergyissaved.Customerscan

thenredeemtheirpointsthattheyhaveearnedintherewardsmarketplacesectionofthe

platform.ThepointsandrewardscomponentoftheplatformisavailabletoallSDG&E

residentialcustomers.

3. SDGE3282SW‐IDSM–IDSM

ProgramDescription:

TheCaliforniaLongTermEnergyEfficiencyStrategicPlan(StrategicPlan)

recognizestheintegrationofdemand‐sidemanagementoptions,includingenergy

efficiency,demandresponse,anddistributedgeneration,asfundamentaltoachieving

California’sstrategicenergygoals.Tosupportthisinitiative,theIOUsidentifiedintegrated

demand‐sidemanagement(IDSM)asanimportantstrategicDSMpolicypriorityand

proposedaseriesofactivities,pilotsandotherprogramsinresponsetotheStrategicPlan

DSMCoordinationandIntegrationStrategy.

AnIOUandEnergyDivisionStatewideIDSMTaskForcewasformedin2010andhas

continuedcoordinatingactivitiesthatpromote,inastatewide‐coordinatedfashion,the

strategiesidentifiedintheStrategicPlanandtheeightintegrationdirectivesdescribedin

theenergyefficiencydecisionasfollows:

1. Developmentofaproposedmethodtomeasurecosteffectivenessforintegrated

projectsandprogramsincludingquantificationandattributionmethodsthat

includesGHGandwaterreductionsbenefitsandthepotentiallong‐term

economicandelectric/gashedgingbenefits.

2. DevelopmentofproposedmeasurementandevaluationprotocolsforIDSM

programsandprojects.

3. ReviewIDSM‐enablingemergingtechnologiesforpotentialinclusionin

integratedprograms.

4. Developmentofcross‐utilitystandardizedintegratedaudittoolsusingSDG&E’s

developedauditsasastartingpoint.

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5. Trackintegrationpilotprogramstoestimateenergysavingsandlessonslearned

anddevelopstandardintegrationbestpracticesthatcanbeappliedtoallIOU

programsbasedonpilotprogramevaluationsandtheresultsofadditional

integrationpromotingactivities(i.e.,EM&Vandcost‐benefitresults).

6. DevelopregularreportsonprogressandrecommendationstotheCPUC.

7. OrganizeandoverseeinternalutilityIDSMstrategiesbyestablishinginternal

IntegrationTeamswithstafffromenergyefficiency,demandresponse,

distributedgeneration,marketing,anddeliverychannels.

8. Providefeedbackandrecommendationsfortheutilities’integratedmarketing

campaignsincludinghowtheworkinggroupwillensurethatdemandresponse

marketingprogramsapprovedasCategory9programsarecoordinatedwith

energyefficiencyintegratedmarketingefforts.


FurthereffortsondevelopingintegratedcosteffectivenessandEM&V

methodologiesareonholdpendingdirectionfromtheEnergyDivision.

ThestatewideIDSMTaskForcetrackedmultipleintegratedemerging

technologiesandreviewedvariousprograms,projects,IDSMPilotsandactivities

toidentifyintegrationeffortsandopportunities,aswellastodevelopbest

practices.

TheCaliforniaIOUssubmittedfourjointquarterlyreportsfor2016,includingan

ExecutiveSummarysection,toprovideEnergyDivisionstaffwithupdatesonthe

eightIDSMdirectives.Allquarterlyreportswereuploadedandavailablefor

viewingonCaliforniaEnergyEfficiencyStatisticsDataPortal(EEStats).

ThestatewideIDSMTaskForceheldregularcoordinationphonecallsto

continuetoensurealignmentacrossthestateanddiscusslessonslearned.

TheIOUshavedevelopedwellestablishedprocessesensuringdeliveryof

integratedmessagingviamarketing,educationandoutreachtoresidentialand

businesscustomers.DeliveryofIDSMmarketinghasbecomemorethanjust

promotionofmultipleprogramswithinspecifictacticslikecollateralor

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websites.ItisnowakeycomponentintheplanningphasesofintegratedME&O

tohelpprovidetherightsolutionstotherightcustomer,attherighttime.

TheSWOnlineIntegratedAuditsteamcontinuestocoordinatetodelivera

consistentonlineintegratedaudittoolthatworkswitheachIOUinterfaceand

educatescustomersonmanagingtheirenergyusecosts.

TheOnsiteIntegratedAuditsteamcontinuestocollaboratetoshareapproaches

andbestpracticesandtodiscussongoingcollaboration.TheIOUscontinueto

offeronsiteintegratedauditstosmall,mediumandlargecustomers.

SDG&E’sIDSMeffortsincluded:

Gathered,collaboratedandpreparedthequarterlyandannualreportswith

internalandexternalstakeholderstoprovideinformationtotheEnergyDivision

andtheCommission.

IdentifiedandcollaborateduponitemswiththeIOUstofurtherpursue

alignmentofIDSMobjectives.ThisincludedattendingmonthlySWIDSMtask

forceupdatecallsandIOUsubjectmatterexpertssharinginformationregarding

theirareasoffocus.

Performedliaisonservicesofintegratedeffortsbetween

departments/sectors/teams/groupsandinformedtheSWtaskforceofprogress

beingmade.

Integratedmarketingcampaignsandcollateralcontinuedthroughouttheyear

forbusinessandforresidential/smallerbusinesscustomers.

TheESAProgramstaffcontinuedtoworkwithenergyefficiencyprogram(MIDI,

EUC,andMFEER)stafftofurthercollaborateandstreamlineprogramprocesses.

ReferralscontinuedtobeprovidedtotheMIDIprogramofcustomersthat

exceedtheESAProgramincomeguidelines.

Continuedtoprovidedemandresponseenabledprogrammablecommunicating

thermostatstobothresidentialandcommercialcustomers.

TheHomeEnergyReportsprogramcontinuedthroughout2016sendingeither

bi‐monthlypaperreportsorweeklyenergyinsightreportstolargenumbersof

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residentialcustomers,whichalsoprovidetipsandtricksonwaystosaveenergy

andencourageenrollmentintoenergyefficiencyanddemandresponse.

ProvidedthoroughtrainingtostaffregardingIDSMobjectivesthroughoutthe

year.Therewasadditionalemphasisplacedontheaccountexecutivesand

selectprogramadvisorstoalterstrategiestobemorespecifictowardscustomer

segmentation.

ProvidedSustainabilityCirclestohelpsmalltomid‐sizedenterprisesdevelopa

5‐yearSustainabilityActionPlan,orenhanceanalreadyexistingplan.Byuseof

thecircles,participatingcompanieshavereducedwastedresources(energy,

waste,waterandprocurement),increasedemployeeengagement,compliedwith

existingandcomingregulations,aswellaswithcustomerrequestsfora

sustainablesupplychain.

SDG&Eheldits11thannualEnergyShowcasewhichhonored10SanDiego

businessthatwerenamed“EnergyChampions”fortheirinvestmentinand

commitmenttosustainabilityandenergyefficiency.Allwinnerswereengaged

inIDSMactivities.

TheWaterEnergyNexusworkinggroupincollaborationwithCommissionstaff

continuedeffortstodeterminethebestwaystoproceedinuseoftheembedded

energycalculator.Planstoidentifybothcustomanddeemedembeddedenergy

measureswillbemorethoroughlyexploredin2017.

TheSDG&EMarketplacecontinuedtoexpandforcustomerstoquicklyandeasily

shopforenergysavingproductsandservicesofferedbythirdpartyretailers.It

isdesignedtohelpuserssavemoneythroughaneasy‐to‐usetoolthatwillhelp

generategreaterenergyawareness,educationandempowermentforcustomers

totakeaction.

MarketingandOutreachcontinuetoshareinformationandoffercomprehensive

solutionstocustomersofallcustomersegments.

EmergingTechnologiesdepartmentcontinuedtoreviewavarietyofproducts

thatcouldserveIDSMinthefuture.

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IDSMprogramleadscollaboratedcloselywithBalboaParkCulturalPartnership

tocontinuetoexpandtheirworkinsustainabilityandprovideME&Oservicesto

allvisitorsincludingthelocalcommunity.

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L. StatewideMarketing,EducationandOutreach

1. SDGE3259SW‐ME&O

ProgramDescription:

TheStatewideMarketing,EducationandOutreach(ME&O)programisimplemented

bytheDDBSanFrancisco,adivisionofDDBWorldwideCommunicationsGroupInc.(DDB)

andDDBwillfiletheAnnualReportforSWME&O.


BecauseStatewideME&Oisadministeredandimplementedbyathirdparty–DDB

WorldwideCommunicationsGroup(DDB),SDG&E’sME&Ostaffstriveforprogramsuccess

onalocallevelthroughon‐goingcollaborationeffortsbetweenDDBandtheIOUsatthe

EUCquarterlystakeholdermeetings,regularcalls,jointretailand/orcommunityevents,

mediaappearances,andotheropportunitiesasdirectedbytheStatewideME&O

administrator.SDG&EprovidesregularfeedbackandconsultingtotheStatewideME&O

strategiesandcreativeexecutions.

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M. StatewideWorkforceEducation&Training

1. SDGE3254SW‐WE&T–Centergies

ProgramDescription:

TheWorkforceEducation&Training(WE&T)CentergiesSubprogramismadeupof

sevenIOUEnergyCenterstargetingspecificmarketsegments,includingagriculture,food

service,commercialandresidentialsectors.Centergiesfocusesonskillsandmarket

developmenttrainings,technicalconsultations,outreachevents,andbuildingperformance

toolloans.TheEnergyCentersfocusoneducationalstrategiesandpartnershipsthatresult

inhigh‐roadeducationandtraining,toprovidethetrained,knowledgeableworkforce

necessarytomeetCalifornia’senergyefficiency,distributedgenerationanddemand

responsegoals.


SDG&E’sWE&Tprogramcontinuestooffercertificationtrainingsandcertificate

programsbyofferingexamprepworkshopsinvariousformatssuchasonline,classroom,

andfield.TheBuildingPerformanceInstitute’sBuildingSciencePrinciples&Building

Analyst,HVACExcellence,NorthAmericanTechnicianforExcellence,GreenBuilding

CertificationInstitute,andtheCertifiedEnergyManagerareafewthatwereoffered.

In2016,SDG&EcollaboratedwiththeSanDiegoChapterofAmericanInstituteof

Architects(AIA)andofferedseminarsandtrainingsspecifictoitsmembers.Someofthe

topicsincludedEnergyEfficiencyBuildingStandardsandZNE.

SDG&EcollaboratedwiththeSanDiegoHispanicBusinessChamberofCommerceto

offerabilingualseminartoanestimated20businessesintheNorthCountyareaofSan

Diego.TheseminarwaspresentedinSpanishandEnglishandeducatedbusinessesonthe

variousrebatesavailableforenergyefficiencyinstallationsandfoodserviceequipment.

SDG&EcollaboratedwithCalCerts,Inc.todevelopandimplementanEnergy

ComplianceTrainingforHVACContractorsfortheSanDiegoCityCollege,Centerfor

AppliedCompetitiveTechnologies.Amulti‐phasedenergycodetrainingprogramwas

deliveredthatfocusedontheCityCollege’sAirConditioning,Refrigeration,and

EnvironmentalControlTechnology(AIRE)instructors.SDG&Econductedatrain‐the‐

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trainerprogramtoinstructorsonthe2013Title24EnergyCode,andworkedcloselytoco‐

deliverthematerialtolocalnon‐residentialHVACcontractorsandprofessionals.The

programincludedamarketvisibilitysection,workingwithindustrystakeholderssuchas

BuildingOwnersandManagersAssociationInternational(BOMA)andtheCalifornia

CommunityCollegesChancellor’sOfficeandanoverallprogramevaluationandreport,

whichincludedprogramfindingsandnextsteps.

SDG&Econtinuedtoofferaseriesofseminarsandtrainingscateredtotrade

professionalsthatprovidedin‐depthunderstandingofavailableutilityincentiveandrebate

programs.Theseriesofferedhands‐onassistanceontheenergyefficiencyprojectsubmittal

processandincentivepaymentrequirements.Othertopicsoffocusfortheseminarswere:

understandingtime‐of‐userates,demandresponsesolutions,andfinancialtools.

SDG&EcontinueditspartnershipwiththeCenterforSustainableEnergy(CSE)and

theSanDiegoCountyWaterAuthoritytoofferhomeownerworkshopsattheEnergy

InnovationCenter.Over1,000homeownersparticipatedinSolar,SolarWater‐heating,&

Water‐wiseLandscapeworkshops.Duringtheseworkshops,homeownersreceived

informationonenergyefficiencyanddemandresponseprograms.

SDG&EhastakentheopportunitytopartnerwiththeNationalElectricalContractors

Association(NECA),InternationalCarpentersUnion,andtheAssociatedBuildersand

Contractors,Inc.tooffertrainingsonTitle24,EnergyManagement,AirSealing&

Insulation,andCommercialRefrigeration.Thevariousgroupshaveprovidedpositive

feedbackaboutthecaliberofinstructorsthathavebeenbroughtintoprovidetraining.

SDG&Ealsooffersafoodservicecomponentwhichincludesademonstrationkitchen

attheEnergyInnovationCenter.Commercialfoodserviceoperatorscanwatchan

equipmentdemonstrationortesttheirmenuconceptonenergy‐efficientequipmentprior

topurchasingequipment.Inadditiontothehands‐ondemonstrations,educational

seminarsprovideknowledgeonenergy‐andwater‐efficienttechnologiesandpracticesto

reducetheirenergyuse.Forthefirsttime,TheCohnGroupbrought15oftheirexecutive

chefstohavetheirmonthlyteammeetingandtestedoutafewoftheenergyefficient

equipmentdemonstratedonsite.Additionally,severalK‐12schoolsvisitedtheEnergy

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InnovationCenterforequipmentdemonstrationsincludingSanYsidroMiddleSchool,

SweetwaterUnionHighSchoolandEscondido,SolanaBeachandEncinitasUnionschool

districts.Morethan100demonstrationsand10seminarswereofferedengagingover500

participants.

2. SDGE3255SW‐WE&T–Connections

ProgramDescription:

TheWE&TConnectionsSubprogramseekstopromoteenergyefficiencyand

energy/greensectorcareerawarenessalongalleducationalpaths(levels),fromK‐12to

post‐secondary.Connectionsachieveitsenergyefficiencyeducationalgoalstofacilitate

energyefficiencystrategicplanningandeducationalprogramingatalleducationalpaths.

Thesubprograminfusestheenergyefficiency,demandresponse,andrelevantcareer

messagesthroughinteractivecurriculaandeducationalmaterials,studentassemblies,and

teacherworkshops.Asappropriate,curriculaandeducationalmaterialsarecorrelatedto

theCaliforniaDepartmentofEducation’scontentstandards.


SDG&Ehelpsengagethenextgenerationofenergy‐relatedworkersthrough

supportingenergyeducationandoutreach.Over7,500studentswerereachedatnearly

100K‐12schools.Over70%oftheschoolsparticipatingareTitle‐1,supporting

opportunitiesfordisadvantagedstudents.Inaddition,SDG&Ehelpedcreateapartnership

withthePadresandthenon‐profitorganizationScienceofSporttodevelopa

comprehensiveenergyandwaterauditlessonincorporatingrecentenergyefficiency

retrofitfeaturesatPetcoParkStadium.Duringtheyear,over670studentsfrom20schools

participatedinstudenteventsheldattheEnergyInnovationCenter,bringingstudentson‐

sitetolearnaboutenergyefficiencyandgreencareerawareness.Participatingstudents

scoredhigheronpost‐testknowledge‐basedquestions.

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3. SDGE3257SW‐WE&T–StrategicPlanning

ProgramDescription:

TheWE&TStrategicPlanningandImplementationSubprogramprovidesthe

Statewideframeworkforplanning,coordinating,andimplementingWE&Tactivitiesand

recommendationstomeettheWE&TgoalsintheCaliforniaLong‐TermEnergyEfficiency

StrategicPlan.Inaddition,andasappropriate,thissubprogramaddressestheWE&T

recommendationsintheNeedsAssessmentforenergyefficiency,distributedgeneration

anddemandresponse.Planningandimplementationeffortsincludefacilitatingthe

transitionofpilotprogramsatlocalandstatewidelevel,managingandincorporatingnew

andbestpractices,andmonitoringandrecalibratingeffortstoensureattainmentof

plannedoutcomes.

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N. ThirdPartyPrograms

1. SDGE3211(3P)Local‐CALS–MiddleIncomeDirectInstall(MIDI)

ProgramDescription:

TheMiddleIncomeDirectInstall/ResidentialDirectInstall(MIDI/RDI)program

providesdirectinstallenergyefficiencyservicestocustomersthatmeetincomeeligibility

criteria(201‐300%ofFederalPovertyLevel)withinSDG&E’sserviceterritory.This

generallyhard‐to‐reachsegmentwasprovidedarangeofenergyefficientmeasuresatno

costtothecustomer.


TheprogramcompletedasuccessfulFamilyElectricRateAssistance(FERA)

PostcardCampaignintendedtocapitalizeonsynergiesbetweenFERAandMIDI.FERAisa

ratethatservesasimilarpopulationtothoseservedbyMIDI.MIDIalsoreliedonleads

(customersexceedingeligibilityrequirements)providedthroughtheESAprogram.

Despitetheseefforts,MIDIdidnotmeetenergysavingsgoalsin2016inpartduetoalack

ofprogramawarenessbyqualifyingcustomers.Forexample,thereisoftenaperception

thatutilityprogramsareexclusivelyforlowerincomeindividuals.MIDI‐qualifying

customerssometimesoverlooktheprogramforthatreason.AsSDG&Elookstofurther

integratewithlow‐incomeprogramsandconsolidatevendorsacrossenergyefficiencyand

low‐income,itisanticipatedpenetrationwillimproveasaresultofhavingasingle

touchpoint.SDG&Eislookingtoidentifyalternativestoimprovepenetrationin2017.

SDG&EwillleveragethesamesupplierimplementingsuccessfulMFEER,CMHPandESA

programs.Thisnewprogramapproachofferscustomersamoreseamlessservicemodel

andenablesSDG&Etoidentifypreviouslyhard‐to‐reachcustomersthatqualifyforthe

MIDIprogram.

2. SDGE3212(3P)SW‐CALS‐ResidentialHVAC‐QI/QM(“ACQualityCare”)

ProgramDescription:

TheQualityMaintenanceandENERGYSTARQualityInstallationPrograms

continuedunderthename“ACQualityCare.”TheACQualityCaretargetsresidential

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customersinSDG&E’sserviceterritorywithair‐cooledrefrigerant‐based(knownas“direct

expansion”or“DX”)airconditioningimprovementsthatfollowtheproceduresand

protocolsadoptedbytheStatewideResidentialQualityMaintenance(QM)andResidential

QualityInstallation(QI)Programs.Theseprogramsaredevelopedinaccordancewiththe

QMandQIstandardsdevelopedbytheAirConditioningContractorsofAmerica(ACCA)

andapprovedbytheAmericanNationalStandardsInstitute(ANSI)andQImeetsthe

requirementsoftheENERGYSTARHVACQualityInstallationprogram.Theprogram

continuestoinvestigateadditionalmeasuresandmethodologiesthatcouldbeusedto

augmenttheACQualityCarecosteffectiveness.


Programparticipationfor2016QMexceededgoalbyroughly7%.QI,atroughly

88%,fellshortofitsparticipationgoal.Theprogramwasabletotakeadvantageofthe

mildsummertocontinuouslyprovideQMservicesduringJulythroughSeptember,when

thereisusuallyadropoffduetothecontractorworkforceshiftingtoemergencyand

troublecalls.Thecomprehensivelevelofscreening,training,inspection,andmentoring

continuestodifferentiatethequalityofworkcomparedtootherresidentialenergy

efficiencyprograms.

3. SDGE3218(3P)SW‐COM‐CustomerServices–AuditsHealthcareEnergy

Efficiency(HEEP)

ProgramDescription:

The2016HealthcareEnergyEfficiencyProgram(HEEP)addressedhospitaland

medicalofficebuildings.Theprogramleveragesapayforperformancestructureto

identifyenergyefficiencyandenergyconservationmeasures.Inaddition,theprogram

referscustomerstoresourceincentiveandrebateprogramsandguidesthemthroughthe

applicationprocess.In2016,afinallistofprojectswasidentifiedandaddedtothe

implementer’scontractforHEEP.Theprogramshut‐downactivitieswereinitiatedlatein

theyearaftercompletionoftheremaining,identifiedprojects.Theseprojectsweresplitby

customerandprogramapplications.DuetotheinfluxofEnergyEfficiencyRebateProgram

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applications,thecontractorwasunabletocompletethecustomers’projectbythecontract

deadline;however,theseprojectswillbeacceptedintoSDGE3217ComprehensiveAudit

Programforfurthercompletion.


Followingaprogramevaluationandaspartofthedevelopmentofamore

comprehensiveauditprogramoffering,inordertoeliminateoverlap,increaseefficiency

andreduceauditcostsforcustomersitwasdeterminedthatHEEPwouldbeconsolidated

withProgramSDGE3217in2017asfiledinAdviceLetter2951‐E/2515‐Gfiledon

September1,2016.

4. SDGE3219(3P)SW‐COM‐CustomerServices–AuditsLodgingEnergy

Efficiency(LEEP)

ProgramDescription:

TheLodgingEnergyEfficiencyProgram(LEEP)addresseshotelsandvarious

lodgingresorts.Theprogramisapayforperformanceprogramthatidentifiesenergy

efficiencyandenergyconservationmeasures.Inaddition,theprogramreferscustomersto

resourceincentiveandrebateprogramsandguidesthemthroughtheapplicationprocess.

In2016,afinallistofprojectswasidentifiedandaddedtotheimplementer’scontractfor

LEEP.Theprogramshut‐downactivitieswereinitiatedlateintheyearaftercompletionof

theremaining,identifiedprojects.Theseprojectsweresplitbycustomerandprogram

applications.DuetotheinfluxofEnergyEfficiencyRebateProgramapplications,the

contractorwasunabletocompletethecustomers’projectbythecontractdeadline;

however,theseprojectswillbeacceptedintoSDGE3217ComprehensiveAuditProgram

forfurthercompletion.




andreduceauditcostsforcustomersitwasdeterminedthatLEEPwouldbeconsolidated

withProgramSDGE3217in2017asfiledinAdviceLetter2951‐E/2515‐Gfiledon

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September1,2016.

5. SDGE3221(3P)SW‐COM‐CalculatedIncentives–Retrocommissioning

(RCx)

ProgramDescription:

TheRetrocommissioning(RCx)Programprovidesservicesandincentivesto

supportRCxofcommercialbuildingslargerthan50,000squarefeet.Theprogramrecruits

potentialcandidates,screensandbenchmarksbuildingstodetermineeligibility,qualifies

RCxproviders,andprovidesoversightoftheRCxprocess,includingtheprovider’s

investigation.Followinginvestigation,theprogramhelpscustomersselectmeasuresfor

implementationthenprovidessupportthroughouttheimplementationprocessto

maximizeenergysavings.Whenimplementationiscompleted,theRCxproviderconducts

verificationofthemeasuresandprovidestrainingtothebuildingoperatorstomaintainthe

measuresandassociatedenergysavingsovertime.Alldeliverablesarereviewedand

acceptedbytheprogrampriortosubmissiontoSDG&Eforfinalapproval.


2016wasthefinalyearoftheSDG&ERCxprogram,andimplementationactivities

focusedonsuccessfullyconcludingthepipelineofprojectsinitiatedsince2013.Atotalof

12projectswereunderwayatthebeginning2016,andall12projectswerecompleted

successfullywithcombinedenergysavingsexceedingprogramgoals.

AkeytothesuccessoftheRCxprogramhasbeenthesuccessfulpartnership

betweenSDG&Eaccountexecutives,theimplementer(CLEAResult),andseveral

engineeringfirmsthatactasRCxProvidersintheprogram.CLEAResultqualified

providersestablishedrigoroustechnicalrequirementstohelpensurethatprojectsare

successfulforcustomersandthatamplesubstantiationofprojectenergysavingsis

availableforSDG&E.Theprogramdeliveredcarefulanalysisofcustomerfacilities,

identifiedvaluableoperationalandmaintenanceenergysavingopportunities,andadvised

customersonimplementation.Theprogram’shighlyskilledRCxProvidersidentifiedcost

effectiveprojectsforcustomers,verifiedproperimplementation,andprovidedtrainingto

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buildingoperatorsonprojectclose‐out.

SDG&EdecidedtoconcludetheRCxprogramin2016afterthepassingofAB802

suggestedaredesignoftheprogramandCPUCrulingsimpactingtheprogramdesign.Like

manycustomenergyefficiencyprojects,RCxprojectscommonlyextendovermultiple

years.Hence,asubstantialpushwasneededtogetallprojectssuccessfullyconcludedfor

allstakeholdersbytheendof2016.ThiswasachievedwiththeclosecoordinationofRCx

Providers,CLEAResultandSDG&E.Itisimportanttonotethatalthoughthe12projects

werecompleted,therewerealsoothercustomersandmeasuresidentifiedin2016that

werenotaddressedintheSDG&E3221RCxprogramduetoimplementationconstraints

andconcernsaboutthepotentialforstrandedsavings.SDG&E3221wassupersededby

thenewRCxHOPPasfiledinAL2951‐E/2512‐GonSeptember1,2016.

6. SDGE3224(3P)SW‐COM‐DeemedIncentives–HVACCommercial

ProgramDescription:

Thisprogramisdesignedtostimulatethesupplyandsalesofpremium‐efficiency

Heating,VentilationandAirConditioning(HVAC)systemsandprovideenergyefficiency

tune‐upservicestocommercialcustomers.ThisprogramalsodeliveredtheStatewide

CommercialHVACSubprograms.Theprogramprovidesincentivestoparticipating

distributors(upstream),customers,HVACcontractors(midstream)andequipment

specifier/end‐userswhoinstallqualifyingairconditioningsystems,thermostatsor

controllersincommercialreplacementandnewconstructionapplications,orwho

participateinprogramtune‐upservices.TheprogramalsoofferedCommercialQuality

Installation(ACCA5/9)andCommercialQualityMaintenance(ANSI‐ASHRAE‐ACCA

Standard180)toencouragecustomerstomeetHVACmarkettransformationtargets.


Theprogramhasbeenpopularwithcustomersandparticipatingcontractors,

yieldingcosteffectivesavingsdeployedonalargescaletoservedifficult‐to‐reachsmalland

mediumbusinesscustomersthroughlocalandstatewideofferings.Theprogrammetor

exceededgoalsoncosteffectivenessmeasures,targetedsavingsgoals,DiverseBusiness

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Enterprisespending,budgetandprogrammanagementmilestones,andcustomer

satisfaction.Customerexperiencehasbeenpositiveandisreflectedinhighmarksin

customersatisfactionsurveysandanabidingcommitmenttocontinualimprovement.

Localareatune‐upshavebeenmarketedeffectivelybyparticipatingcontractorsand

haveledtostrongdemandandasteadystreamofcustomerenrollments.Thesehavebeen

highlysuccessfulatengagingdifficult‐to‐reachcustomers,whileprovidingcustomerswith

athoroughindustrystandards‐based(ANSI‐ASHRAE‐ACCAStandard180)diagnostic

evaluationoftheirHVACunits.Theupstreamprogramwitnessedlargernumbersof

submittalsfromHVACdistributorsin2016.CommercialQualityMaintenanceandQuality

Installationcontinuestogainmarkettractionforcustomersseekingextendedlifeoftheir

equipment,betterindoorairquality,energysavings,andcustomercomfortthroughthe

HVACstandardsbasedapproach.

7. SDGE3226(3P)SW‐COMDirectInstall

ProgramDescription:

TheDirectInstallProgramdeliversno‐costordiscountedenergyefficiency

hardwareretrofitsthroughinstallationcontractorstoreducepeakdemandandenergy

consumptionforsmallandmid‐sizednon‐residentialcustomers.Theprogramisdesigned

toincreasetheadoptionofenergyefficientmeasuresbysmall,mid‐sized,andhard‐to‐

reachnon‐residentialcustomersbyofferinganenergyefficiencyenergyauditaswellas

energyefficiencyequipmentandinstallationatno‐costoratadiscountedprice.


SDG&Eextendeditscontractswiththeprogram’sthirdpartyimplementersin2016

andcontinuedtoprovideitscontractorswithtrainingtohelpimproveenergyauditsand

drivehighersales.InSeptember,adecisionwasmadetoreducerebatelevelsforsomeof

theLEDfixturesinanefforttobecomemorecosteffective.Throughouttheyear,measure

costswerealsorenegotiatedwiththeprogram’scontractorstofurtherdiscounttheprice

andreducethecustomer’sco‐payforseveralproductsoffered.Inaddition,asurveywas

completedinDecemberwithover300programparticipantstogaugecustomersatisfaction

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andcollectfeedbackastohowtheprogramcanimprovegoingforward.Ultimately,the

DirectInstallprogramsawanoverallincreaseinprogramactivityin2016withthe

programinstallingover200,000measuresforover3,800customers.

8. SDGE3230(3P)SW‐COM‐CustomerServices‐AuditsComprehensive

IndustrialEnergyEfficiency(CIEEP)

ProgramDescription:

TheComprehensiveIndustrialEnergyEfficiencyProgram(CIEEP)developsand

implementsindustrialenergyefficiencyprojectswithafocusonbothdemandreduction

andenergyefficiency.IncentivesareofferedthroughSDG&Ecoreincentiveprograms.

CustomerFacilityAuditsareprovidedundertheprogramandoffercustomersa

comprehensivelistofmeasures,savings,andincentiveamounts.Uponcustomerindication

ofprojectpriorities,theprogramworkswiththecustomertofileapplicationsfor

incentivesandimplementationoftheproject.Thiscomprehensiveprogramtargetsall

availableenergyefficiencytechnologies.


SDG&EleveragesitsBusinessServices’accountexecutivestoidentifycustomersand

opportunitiesforthisprogram.Theaccountexecutivesareveryknowledgeableregarding

theirassignedcustomersandhavebeendiligentinintroducingtheCIEEPProgram

Contractortothesecustomers.Thevendorsworkeddiligentlyin2016tocompilealistof

projectsandtargetcustomerstobeimplementedandcompletedin2017.

9. CustomerServices–PumpTestServices

a. SDGE3235(3P)SW‐AG‐CustomerServices‐PumpTestServices

ProgramDescription:

TheEnergyEfficientWaterPumpingProgramimprovestheenergyefficiencyof

waterpumpsusedforirrigationanddomesticwatersupply.TheProgramwillfocuson

threemarketsub‐segments:1)Agriculture;2)MunicipalWaterAgencies;and3)LargeTurf

RecreationalFacilities,suchasgolfcourses,parksandsportsfields.Industrialprocess

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pumps,highrisebuildings,conventioncenters,coolingtowers,condenserandchiller

pumpingaccounts,inadditiontoprimary,secondaryandtertiarysewagepumps.To

achieveenergysavings,thisprogramwillcoverthecostofpumptestsforSDG&E

customers.TheprogramwillprovidethecustomerswithanOperationalPlantEfficiency

Report,andEnergyCostSavingsAnalysisandSDG&EIncentiveProgramAssistance.The

reductioninwaterusewillalsotranslatetoembedenergysavings,asreducedwateruse

meanslessenergyrequiredtorunanddeliverwatertoawaterpump.


TheSWAGPumpTestServicesprogramwillbeassessedin2017toevaluate

opportunitiestoimprovetheprogramsperformance.Duringthisevaluation,SDG&Ewill

worktodeterminehowthisprogramwillbestfitintonewstrategiesandtacticsfor

meetingcustomerneeds,aswellasSDG&EserviceterritoryneedsfortheAgriculture

sector.

b. SDGE3291(3P)SW‐IND‐CustomerServices‐PumpTestServices

ProgramDescription:

TheWaterInfrastructureandSystemEfficiency(WISE)Program,addressed

municipal,commercial,andindustrialpumpingsystems.Theprogramperformspump

tests,individualpumpefficiencyevaluation,andpumpingsystemanalysis.Theprogram

providespumpefficiencybenchmarking,retrofits,repairs,andreplacementenergy

efficiencyrecommendationstothecustomer.TheprogramreferscustomerstoSDG&E’s

coreEnergyEfficiencyBusinessIncentivesProgramtotakeadvantageofincentivesto

assistwiththecostforpumpsthatarerepairedorreplacedinordertoimproveenergy

efficiencyandlowerenergycosts.Theprogramalsoencouragedthecustomertoenrollin

demandresponseprograms,andassiststhecustomersinevaluatingIDSMopportunities.


TheWISEProgramperformedindepthanalysisonwaterpumpsystemsfor

customersthatbroughtvaluableeducationaboutmakingdecisionsonequipmentthat

couldberetrofitted,repaired,orreplaced.Therewereahighnumberofenrollmentsby

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commercialcustomers,andtherewerelownumberofindustrialcustomerswithinthe

SDG&Eserviceterritory.Inordertoaccommodatethehighlevelofcommercial

enrollmentsandmeetcustomers’needsinthatarea,theWISEProgramshiftedthe

industrialfundstothecommercialside.Thepumptestservicesprogramwillbeassessedin

2017toevaluateopportunitiestoimprovetheprogramsperformance.Duringthis

evaluation,SDG&Ewillworktodeterminehowthisprogramwillbestfitintonew

strategiesandtacticsformeetingcustomerneeds,aswellasSDG&Eserviceterritoryneeds

fortheindustrialsector.

c. SDGE3292(3P)SW‐COM‐CustomerServices–PumpTestServices

ProgramDescription:

TheWISEProgramaddressedmunicipal,agricultural,commercial,andindustrial

pumpingsystems.Theprogramperformspumptests,individualpumpefficiency

evaluation,andpumpingsystemanalysis.Theprogramprovidespumpefficiency

benchmarking,retrofits,repairs,andreplacementenergyefficiencyrecommendationsto

thecustomer.TheprogramreferscustomerstoSDG&E’scoreEnergyEfficiencyBusiness

IncentivesProgramtotakeadvantageofincentivestoassistwiththecostforpumpsthat

arerepairedorreplacedinordertoimproveenergyefficiencyandlowerenergycosts.The

programalsoencouragedthecustomertoenrollindemandresponseprograms,andassists

thecustomersinevaluatingIDSMopportunities.


TheWISEprogramperformedindepthanalysisonwaterpumpsystemsfor

customersthatbroughtvaluableeducationaboutmakingdecisionsonequipmentthat

couldberetrofitted,repaired,orreplaced.Thecustomersshowedvaryingdegreesof

interestintheprogramduetoWISE’shighlyadaptableprogramdesigntothecustomer’s

projectenergyefficiencyneeds.Multiplecommercialcustomersenrolledintheprogram

forpumptests,individualpumpefficiencyanalysis,andpumpsystemefficiencyevaluation

forevaluationin2016.CustomersenrolledintheEnergyEfficiencyBusinessIncentive

Programtotakeadvantageoftheincentivestoretrofit,repair,andreplacetheirpumpsand

pumpsystems.

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10. SDGE3279(3P)Res‐ComprehensiveManufactured–MobileHome

ProgramDescription:

TheresidentialComprehensiveManufacturedandMobileHome(CMMH)Program

isdesignedtocomplementSDG&E’sresidentialenergyefficiencyportfoliobyproviding

energyefficiencymeasuresonacomprehensivebasistomanufacturedandmobilehome

customersintheSDG&Eserviceterritory.Thisisatargetedmarketthatisnotreachedby

statewidemass‐marketprograms,butshowsrichpotentialforcosteffectiveenergyand

demandsavings.


SDG&E’smobilehomeprogramcontinuestobesuccessfullyimplementedasaone‐

touchcustomerapproachservingahardtoreachcustomersegmentintheSDG&Eservice

territory.SDG&Ehasalsobeenefficientlyconvertingmobilehomeparksthroughoutthe

serviceterritoryfrommaster‐meteraccountstoindividualcustomeraccounts.

TheCMMHProgramdidhaveafewmodificationsin2016.Newmeasuressuchas

centralACbrushlessfanmotor,LEDA‐lampsandTier‐2advancedpowerstripswere

approvedfortheprogramandbeganinstallationswithintheyeartoincreaseprogram

savingsandallowedSDG&Etoachievetheprogramgoal.

11. SDGE3280(3P)–InnovativeDesignsforEnergyEfficiencyActivities

(IDEEA)365

ProgramDescription:

SDG&E,alongwiththeotherCaliforniaIOUs,establishedacross‐cuttingthirdparty

solicitationprogramcalledtheIDEEA365Programthatpromotesthe“rolling”solicitation

conceptandisfocusedonnewinnovativeprogramsforthe2013‐2017cycle.Theprogram

isdesignedtoallowforcontinuousintroductionofinnovativeideasandtechnologiesinto

theenergyefficiencyportfoliobydrawingfromtheskill,experience,andcreativityofthe

energyefficiencycommunityandthirdpartyimplementers.TheIDEEA365Program

createsamechanismforcompetitivesolicitationsofferedyearroundfornewthirdparty

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resourceprogramsthatproducecosteffectiveenergysavingsanddemandreductionor

non‐resourceprogramsstronglytiedtocustomerinitiationofenergysavingsopportunities

offeredbySDG&E’scoreprograms.


In2016,IDEEA365completedthefourthroundoftheinnovativesolicitation.There

were47proposalssubmittedforreview,whichresultedintwo(2)thirdpartyenergy

efficiencyprogramsbeingselected.Programimplementationplandevelopmentand

contractnegotiationsbeganinlate2016,withfinalcontractsandprogramimplementation

anticipatedinthesecondquarterof2017.

12. SDGE3306(3P)–ResidentialSplash

ProgramDescription:

TheResidentialSPLASHProgramisathirdpartyprogramdesignedtocapture

electricenergysavingspotentialthatexistinresidentialsingle‐familyin‐groundswimming

poolsystemsthroughoutSDG&E’sterritory.TheSPLASHprogramexperiencedlow

participationrelatedtolackofawarenessofroboticpoolcleanertechnologywhichwould

haverequiredadditionalproductdevelopmentbythecontractor.Asaresult,theSPLASH

programwasclosedviaAdviceLetter2932‐EfiledonJuly26,2016andapprovedeffective

August15,2016.


Asstatedabove,theprogramclosedin2016viaSDG&E’sAdviceLetter2932‐E.

13. SDGE3307(3P)–ZeroEnergyLossDrainAdoption

ProgramDescription:

ZeroEnergyLossDrainAdoption(ZELDA)isathirdparty,energyefficiency

programimplementedbytheContractortocaptureenergysavingsthroughoutSDG&E’s

serviceterritorywiththeinstallationofZeroEnergyLossDrains(ZLD).Theprogram

targetscustomerswithaircompressorsof150horsepower(HP)andless,althoughlarger

sizedcompressorsareeligible.ZLDsexpelcondensatefromcompressedairsystemswith

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noassociatedlossofcompressedair.Theyaretypicallyinstalledatthecompressor,air

dryer,filter,storagetank,oratanylowpointinthepipingwheremoisturemightcollect.

ZLDsopenavalveonlywhensignaledbythecondensatelevelcontrol.

Thecontractorusesapartnershipapproachwithzeroenergylossdrain

manufacturerrepresentativesanddistributorstoquicklyidentifyandreachouttothe

targetmarketsegmentsandcompressorusers.Thetotalrebateperdrainis$175.


TheContractorwasactiveinmarketingtheprogramthroughout2016,andhosteda

seminarattheEnergyInnovationCentertopresenttheprogramtoapproximately150

industryprofessionalswhoattended.Inaddition,fieldvisitsweremadetomid‐channel

partnersandaircompressorservicetechnicians.Inordertotryandincreaseparticipation,

theprogramwasslightlymodifiedin2016toprovidea$25incentivetomid‐channel

partnersforfacilitatingandsubmittingqualifyingcustomerincentiveapplicationsforthe

purchaseandinstallationofZLDunits.Althoughalloftheseeffortsweremade,the

participationwasrelativelylowforpurchaseoftheZLDunits.Theprogramwillbe

evaluatedin2017todetermineitseffectivenessandfuture.

14. SDGE3309(3P)–SustainableLabsProgram

ProgramDescription:

TheSustainableLabsProgram(SLP)addressesbiotechandpharmaceutical

laboratories.Theprogramisapayforperformanceprogramthatidentifiesenergy

efficiencyandenergyconservationmeasures.Inaddition,theprogramreferscustomersto

resourceincentiveandrebateprogramsandguidesthemthroughtheapplicationprocess.

In2016,afinallistofprojectswasidentifiedandaddedtotheimplementer’scontract.The

programshut‐downactivitieswereinitiatedlateintheyearaftercompletionofthe

remaining,identifiedprojects.Theseprojectsweresplitbycustomerandprogram

applications.DuetotheinfluxofEnergyEfficiencyRebateProgramapplications,the

contractorwasunabletocompletecustomers’projectbythecontractdeadline;however,

theseprojectswillbeacceptedintoSDGE3217ComprehensiveAuditProgram(CAP)for

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furthercompletion.




andreduceauditcostsforcustomers,itwasdeterminedthatSLPwouldbeconsolidated

withprogramSDGE3217in2017asfiledinAdviceLetter2951‐E/2515‐Gsubmittedon

September1,2016.

15. SDGE3310(3P)–MultifamilyHeatPumpOptimizer

ProgramDescription:

TheMultifamilyHeatPumpOptimizerProgramisafullserviceturnkeyprogram

intendedforSDG&E’sresidentialmultifamilycustomerswhohaveheatpumpswithan

electricresistanceback‐upheatsource.Theprogramprovidesasystemefficiency

screening,installationofaWesternCoolingControl™andinstallationofaHairrellHeat

PumpControl™.


Theprogramimplementerscreenedrepresentativesystemsatvariousproperty

locationswithapproximately1,800totalheatpumps,howevernoneofthemmetthe

programcriteriaforparticipation,mostnotably,becauseofthelackofwired‐inelectric

resistanceheat.Asaresult,SDG&Eworkedwiththeimplementertodetermineif

additionalresourceswereavailablethatcouldhelpoverallprogramsuccess.SDG&E

offereditsPrivacyGreenlightservicetohelpfurtheridentifyeligiblecustomers.In

addition,SDG&EextendedthecontractenddatetoMarch2017toallowforadditional

programparticipation.

Despitetheadditionalefforts,theprogramwasunabletosolicitadditionalcustomer

participationandofficiallyendedinMarch2017asreferencedinAdviceLetter2951‐

E/2512‐GfiledonSeptember1,2016.

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16. SDGE3311(3P)–EnergyAdvantageProgram(EAP)

ProgramDescription:

TheEnergyAdvantageProgram(EAP)isanon‐resourcethirdpartyenergy

efficiencyprogramselectedbySDG&EthroughtheIDEEA365.EAPisdesignedtoeducate

hardtoreach,smallandmediumbusinesscustomersaboutenergysavingsopportunities,

tosupportinstallationofincrementalcosteffectiveEEprojects,andtoachievesavingsfor

SDG&Ethroughfacilitatingrebatesandincentivesforenergyefficiencymeasures.EAP

aimstoinfluenceimplementationofprojectsthatotherwisewouldnotbecompleted,and,

asanon‐resourceprogram,isdesignedtoincreaseprogramparticipationandenergy

savingsinSDG&E’senergyefficiencyprograms.

EAPrecruitstargetcustomersinSDG&E’sterritorythroughpartneringwithlenders

servingthesmalltomediumbusinessmarket,includingCertifiedDevelopment

Corporations(CDCs)wholendonbehalfoftheSmallBusinessAdministrationandofferthe

SBA504loanproduct.Otherlendersincludecommunity‐based,PropertyAssessedClean

Energy(PACE)andtraditionalcommerciallenders.LendersrefercustomerstoEAPwho

aregoodcandidatesfor,andinterestedin,no‐costenergyefficiencysupport.Thiscan

includecustomerswho:1)aretakingoutloanstomakefuturecapitalinvestmentsintheir

propertythroughnewconstruction,gutrehabilitationorequipmentretrofit;2)have

recentlyacquiredorretrofittedpropertyanddidnotupdateenergysystemsorparticipate

inutilityprograms;or3)areothercustomersoflenderswhomaybenefitfromenergy

efficiencyupgrades.EAPalsorecruitssmallandmediumbusinesscustomersthroughlocal

businessassociations,networkingevents,utilityaccountexecutivesandothermeansthat

areconsideredagoodmatchforthesmallbusinesslenderstheprogrampartnerswith.

Theseleadscanbereferredtolendersforfinancingorreferredtoutilityfinancing

programs.

EAPeducatesstakeholdersabouttheavailabilityandbenefitsofvariousfinancing

optionsandEAP’sservices,includingSDG&Eaccountexecutives,localcommunity‐based

organizations(CBOs),industryassociations,chambersofcommerce,andtargetedtrade

allies/contractors.

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Oncereferredtotheprogram,EAPoffersarangeofno‐costtechnicalassistanceto

identifyandquantifyenergyefficiencyopportunitiesforthecustomer.Thisistypically

deliveredthroughacomprehensiveenergyauditatthefacility,butmayalsoincludenew

constructiondesignreview,orsupportonselectingasinglepieceofequipment.Thelevel

oftechnicalservicesprovidedisbasedoncustomersize,complexity,energysavings

opportunityandcustomerinterest.Followingthetechnicalsupport,acustomerreportis

developedandpresentedtothecustomertodiscussenergy,costandnon‐energybenefits

ofupgradesandchoices.EAPprovidesfollow‐upsupportservicestohelpthecustomer

implementprojectsandgetincentives.


Intotal,EAPhasengagedwithandeducatedmorethan30smallbusinesslenders,

andenrolled16lendersasactivemarketingpartnersintheprogram,reaching100%ofour

goalof15sincetheprograminception.EAPalsotrainedaccountexecutivesandotherkey

SDG&EemployeesthroughanSDG&Etrainingevent,andcoordinatedwiththeutilitytrade

allycoordinatorsonleadreferralprotocolsandopportunitiestoincreaseprogram

participation.EAPcoordinateddirectlywiththeSmallBusinessAdministration(SBA)in

Californiaonmarketingtheprogram.EAPjoinedmultiplesmallbusinessregional

associationsthatarecoordinatedwithregionallenders,andpresentedtheprogramat

meetings.

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O. PilotPrograms

1. Prop39ZeroNetEnergy(ZNE)SchoolsPilotProgram

ProgramDescription:

Proposition39,California’sCleanEnergyJobsAct,willprovide$500Millionper

yeartoimproveenergyefficiencyandtheuseofcleanenergyinK‐12Schoolsand

CommunityColleges.

TheCPUCidentifiedProp39asanopportunitytoexpandCalifornia’sprogresson

ZeroNetEnergy(ZNE)retrofitsinsupportofthestate’shighlevelenergy/sustainability

goals.TheCPUCdirectedtheIOU’stodevelopaProp39/ZNEpilotprogramforeligible

schools(K‐12andCommunityColleges)toprovidethenecessaryresourcestomakeZNEa

realityforqualifyingschools.

Theprogramwillcontainsixelements:1)ZNEDemonstrationSchoolRetrofits;2)

TechnicalTraining,OutreachandRecognition;3)InstitutionalTraining;4)Codesand

StandardsCoordination,AdvocacyandTraining;5)ProductionProgramDevelopment;and

6)EmergingTechnologiesSupport.

SDG&Eidentifiedavarietyofpotentialresourcestomakethispossible,suchas

financialsupportforenergymodelingandadetailedenergyefficiencyanalysisonsystems

suchasHVAC,LightingandEnvelopemeasures.Thepilotwillalsostrivetodevelopa

processfor“buyingdown”thefullincrementalcostofachievingtheenergyutilization

footprintrequiredforZNE.

ToensureschoolsachieveZNEstatus,monitoringandevaluationofthemajor

buildingsystemstocheckforoperatingproblemsand/oranomaliesiscritical.Inaddition,

theutilitieswillproducematerialsandpublications,includingtrainingsbasedonthose

materials,demonstratingkeysuccessesinhighperformingZNEbuildings.

Workingwithstakeholdersintheschoolscommunity,theCEC,CPUC,thegovernor’s

office,otherstateagenciesandtheutilitieswilldeveloparecognitionprogramhighlighting

outstandingenergyefficiencyandZNEperformanceintheK‐12andCommunityCollege

arenas.

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SDG&Eaccepteditsfirstproject,theVistaGrandeElementarySchool,whichispart

oftheSanDiegoUnifiedSchoolDistrict.Thistwo‐story,55,000sq.ft.facilityisnowinthe

earlystagesofschematicdesignwithcomputerenergysimulationmodelsbeingcompleted

inMay2016.Theprojectisduetocompletein2018.HighTechMiddleNorthCountywas

selectedinJune2016asthesecondproject.Theschoolwasbuiltin2012andiscertified

LEEDplatinum,andpresentlyhasanEPAEnergyStarPortofolioManagerscoreof100.

Theschoolcurrentlyhasanenergymodelcompletedandisscheduledtohavelightingand

HVACupgrademeasuresimplementedandtheprojectcompletedby2017.

2. StatewideNewFinanceOfferings

SDGE3264 SW‐FIN – New Finance Offerings CHEEF & Funds Reserved

SDGE3296 SW‐FIN – New Finance Offerings Small Business Lease Off

SDGE3297 SW‐FIN – New Finance Offerings Fin Pilot Cr Enhancement SFLP

SDGE3298 SW‐FIN – New Finance Offerings Med/Large OBR

SDGE3299 SW‐FIN – New Finance Offerings MMMFP OBR

SDGE3300 SW‐FIN – New Finance Offerings Small Business Lease OBR

SDGE3301 SW‐FIN – New Finance Offerings Small Bus Loan OBR

SDGE3308 SW‐FIN – New Finance Offerings Finance ME&O

SDGE3312 SW‐FIN – New Finance Offerings Finance Pilot IT Support

ProgramDescription:

Perthedecisionimplementing2013‐2014EnergyEfficiencyFinancingPilot

Programs(D.13‐09‐044),theIOUsaredevelopingaseriesofStatewideFinancingPilot

Programsthatofferscalable&leveragedfinancingproductsandtestmarketincentivesfor

attractingprivatecapitalthroughinvestmentofratepayerfunds.

Thepilotsincludethefollowingon‐billrepayment(OBR)programs:

• SmallBusinessOBRLoanProgram

• SmallBusinessOBRLeaseProgram

• NonResidentialOBRwithoutCreditEnhancements(CE)Program

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• Master‐MeteredMultifamilyOBRProgram

• ResidentialEnergyEfficiencyFinanceLineItemCharge(EEFLIC)program

Thesepilotsareintendedtotestwhetherpaymentontheutilitybillincreasesdebt

serviceperformanceacrossmarketsectors.

Thepilotsalsoincludetwooff‐billprograms:

• ResidentialEnergyEfficiencyLoanProgram(formerlyknownastheSingle

FamilyLoanProgram);and

• Off‐BillSmallBusinessLeaseProvidersProgram

Thepilotswillincludevariousformsofcreditenhancements(CEs)forresidential

propertiesandsmallbusinesses.TheCEsareexpectedtoprovideadditionalsecurityto

thirdpartylendersandprivatecapitalsotheycanextendorimprovecredittermsfor

energyefficiencyprojects.TheFinancingPilotsareadministeredbyCAEATFA.Thefirst

regulartrackprogram(ResidentialEnergyEfficiencyLoanAssistanceProgramorREEL)

launchedinsummer2016.TheOBRprogramsarescheduledtolaunchinlate2017.SDG&E

completeditsOBRInformationTechnology(IT)buildoutin2016andsuccessfully

completedinitialtestingwiththeMasterServicer.


ThesePilotswereexpectedtolaunchin2013;however,operationalchallengeshavedelayedthelaunch.Asdiscussedabove,additionalpilotsarescheduledtorolloutin2017.

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P. HighOpportunityProjectorProgram(HOPP)

1. SDGE3317HOPPRetrocommissioning(RCx)

ProgramDescription:

AsaresponsetotheRulingRegardingHighOpportunityEnergyEfficiencyPrograms

orProjects(HOPPs)datedDecember30,2015,whichestablishedrequirementsandcalled

forhighopportunityenergyefficiencyprogramsorprojectproposals,SDG&Edesignedits

HOPPRCxprogramtoofferasystematicprocesstoidentifyoperationalandmaintenance

improvementsthatoptimizebuildingperformanceandensurethatbuildingsystems

functionefficientlyandeffectively.SDG&EsubmittedtheoriginalHOPPRCxAdviceLetter

2864‐EonMarch1,2016anditwasapprovedbytheCPUConAugust3,2016,effectiveJuly

27,2016.

HOPPRCxisfurtherdesignedtoensurepersistenceofsavingsbyrequiring

customerstocommittoathree‐yearmaintenanceplan.ThisprogramwillreplaceSDG&E’s

existingRCxprogram.


SDG&EandthecontractedimplementerworkedcloselyinQ42016todevelopthe

ProgramManualandmetwithinternalstakeholderstodiscussprogramimplementation

strategies.Theprogramwillbefullyoperationalin2017.

2. SDGE3318HOPPMultiFamily

ProgramDescription:

TheMultifamilyHOPPfocusesonearlyreplacementmeasuresincommonareas.

TheMultifamilyHOPPwillintroducenewcommonareameasurecategoriesandaugment

otherofferings.Thetargetmarketfortheproposedprogramishighenergyuseintensity

(EUI)multifamilybuildingsbuiltpriorto1980,regardlessofincomequalificationor

location.TheMultifamilyHOPPwillimplementadirectinstallapproachtoaddress

challengesfacedto‐dateengagingpropertyownersonmakingenergyefficiencyupgrades

totheircommonareas.TheMultifamilyHOPPwillalsofocusondevelopingbenchmarks,

casestudiesandrobustreturnoninvestmentcalculationsforcommonareasinthese

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targetedbuildings.


InQ42016,thecontractorperformedtheadministrativetasksneededtofully

launchtheprogramin2017,includingcreatingtheImplementationPlanandtheProgram

Manual.

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Q. SDGE3324Water/EnergyNexusInitiatives

ProgramDescription:

TheCaliforniaWaterPlanistheStategovernment'sstrategicplanformanagingand

developingwaterresourcesstatewideforcurrentandfuturegenerations.4Itprovidesa

collaborativeplanningframeworkforelectedofficials,agencies,tribes,waterandresource

managers,businesses,academia,stakeholders,andthepublictodevelopfindingsand

recommendationsandmakeinformeddecisionsforCalifornia'swaterfuture.

TheCommissionopenedRulemaking(R.)13‐12‐011thatisintendedtodevelop

policiesthatwillpromoteapartnershipframeworkbetweenenergyinvestorowned

utilities(IOUs)andthewatersectortodevelopandimplementWater‐EnergyNexus(WEN)

programsandinitiativestomeettherequirementsoftheCaliforniaWaterPlan.5The

Commission’sultimategoalisto“reduceenergyconsumptionbythewatersectorin

supplying,conveying,treating,anddistributingwater.”Thespecificissuestobeaddressed

inthisrulemakingare:

(1) DevelopmentofaWENcosteffectivenesscalculatorthatwoulddeterminethe

embeddedenergyinwaterandwatersystembenefitsresultingfromwater‐

energyprograms;

(2) AddressWENinmultiplecontextssuchas(1)waterconveyanceandother

relatedwaterdelivery/recycling,includingdemandresponseandtimeshifting

programs;(2)energyproduction,transmissionanddistribution;(3)agricultural,

residentialandcommercialapplications,etc.

(3) Evaluateinter‐agencycoordinationbetweenCaliforniaIndependentSystem

Operator,theCaliforniaEnergyCommission,theCaliforniaDepartmentofWater

Resources,otherstate,local,regional,andfederalagencies,andtribal

governmentsinpromotingthewater‐energynexus,andconsiderstepsto

promotecollaborationwithirrigationdistricts;

(4) CoordinateWENrulemakingwithothercurrentandfutureenergyefficiency,

4 The California Water Plan is available at http://www.water.ca.gov/waterplan/about_us/index.cfm. 5 Decision Granting petition and Opening Rulemaking, December 30, 2013 is available at http://docs.cpuc.ca.gov/PublishedDocs/Published/G000/M084/K481/84481715.PDF.

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energysavingsassistance,etc.toensureconsistenttreatmentofWENprograms

withinEEprograms;

(5) Evaluateaccesstoelectric,gas,storage,renewableenergy,andotherpower

infrastructureasanenablingtechnologytoaddressthewater‐energynexus,

includingthelinkbetweenpoweraccessandcommunicationsfacilities;

broadbandinternetaccessforwaterstorage,treatment,conveyance,recharge,

recycling,managers,utilities,andusers;andconsiderstepstopromotesuch

accesstoaddressthewater‐energynexus;

(6) Examineappropriatemethodologiesforcostsharing/allocationforWEN

programsandavailabilityofadditionalfundingfromothersources;

(7) IncorporatetelecommunicationsandpublicsafetyissuesastheyrelatetoWEN;

and

(8) ConductnecessaryprogramevaluationsofWENpilots/programstoaddress

potentialbarrierstoimplementation,andfacilitatedeploymentofcost‐effective

measurestoconservewaterandenergy.

TheCommissionissuedseveraldecisionsthatwouldpromotetheseWENobjectives.

Decision(D.)15‐09‐023adoptedtheWENCostCalculatortoolthatisdesignedtocalculate

theembeddedenergyinwaterandavoidedcapacitycostassociatedwithwatersavings.6

D.16‐06‐010approvedpilotstotesttheimpactsofjointdeliveryofenergyand

waterdatatocustomers,includingtheshareduseoftheenergyutility’sadvancedmetering

communicationnetwork.7ThisdecisionalsosettherequirementsfortheIOUstoreport

WENactivitiesbeginningwiththe2016EEAnnualReportsduein2017.8

D.16‐11‐021approvedtheelectricenergyIOUspilotstotesttheconceptof“Matinee

Rates”thatwouldencouragewaterandenergyuseefficiency.TheMatineeRatespilots

6 D.15-09-023, Decision regarding Tools for Calculating the Embedded Energy in Water and an Avoided Capacity Cost Associated with Water Savings, September 25, 2015 available at http://docs.cpuc.ca.gov/PublishedDocs/Published/G000/M154/K551/154551293.PDF. 7 D.15-09-023, Decision approving pilots to Test Impacts of Joint Delivery of Energy and Water Data to Customers and Exploring Technical Issues Associated with Shared Use of Energy Utility Advanced Metering Communication Network, June 9, 2016 available at http://docs.cpuc.ca.gov/PublishedDocs/Published/G000/M163/K328/163328148.PDF. 8 Id. at 21.

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wouldprovidefor“tariffsthatwouldencourageashiftinenergyusebycommercial,

industrialandagriculturaluserstoalternativetimesofthedaywhenabundantrenewable

andlow‐water‐usingenergyareproducedathigh(andgrowing)quantities.”9

D.16‐12‐047providesdirectionfornextstepsto:(1)updatetheWENcalculatorand

connectittotheEEcosteffectivenesscalculator;(2)incorporateavaluerepresentingthe

embeddednaturalgasinthewatersystem;and(3)createaPlanofActiontoupdatethe

WENcalculatorworkingwiththeEnergyDivision.10Additionally,thedecisionprovides

directionregardingcommunicationstechnologiestomitigatetheeffectsofnatural

disastersandreportserviceoutages.

1. Water‐EnergyNexus Calculator and Measure Work Paper Activities

Inthesecondquarter2016,SDG&EidentifiedtwokeyissuestoallowtheIOUsto

beginusingthecalculatorasintendedincludingtheestablishmentofthegallonssavedper

measureandtheendofusefullife(EUL)ofthatmeasure,andfinallythereporting

requirementstoreporttheembeddedenergysavings.

Toidentifythegallonssavedpermeasureandendoflife,SDG&Eassigned

engineeringresourcestoidentifythebestapproachindeterminingthesefactors.

Engineeringsuggestedleveragingthecurrentrelationshipswiththewateragenciestofind

existingwhitepapersandsavingtablesproducedbythewateragenciestohelpspeedup

theprocess.ThroughitspartnershipwiththeSanDiegoCountyWaterAuthority,SDG&E

wasabletogatherinformationfromavarietyofwaterindustrystandardassumptionsfor

watersavingsofwatermeasureswhichincludedtheMetropolitianWaterDistrict(MWD)

savingstablesandEUL.MWDmaintainsacomprehensivelistofbothcoldwaterandhot

watermeasuresthattheysupportinwaterefficiencyandconservationprogramsand

includesinformationsuchasgallonssavedandEUL.Giventhatthewateragenciesand

9 D.16-11-021, Decision Approving Pilots for Matinee Pricing, November 16, 2016 available at http://docs.cpuc.ca.gov/PublishedDocs/Published/G000/M169/K487/169487466.PDF. 10 D.16-12-047, Decision Updating the Water Energy Nexus Cost Calculator, proposing Further Inquiry, and Next Steps, December 20, 2016 available at http://docs.cpuc.ca.gov/PublishedDocs/Published/G000/M171/K495/171495551.PDF.

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districtsknowsignificantlymoreaboutwatersavingsthanthegasandelectricIOUs,itwas

therecommendationfrombothengineeringandprogramadvisorstouseMWDvaluesin

thecalculationsproposedtotheEnergyDivision.Towardstheendoftheyear,itwas

confirmedbytheEnergyDivisionthatthenumbersfromMWDwouldbeavalidplaceto

startandrequestedtheIOUstocreateaworkpaperusingtheinformation.Forall

measuresnotcoveredintheMWDmeasurelist,acustommeasureworkpaperwouldbe

created.PacificGas&ElectricCompanyiscurrentlyleadingthecustommeasurework

paperinitiative.Theworkpaperoutliningtheapproachtousethecalculatorwillbe

submittedtotheEnergyDivisionstaffin2017.

WithrespecttoWENreportingrequirements,ataskforcetoworkwiththeEnergy

Divisionwascreatedtoidentifythebestwaytoreporttheembeddedenergysavingswhich

shouldalsobeestablishedin2017.

2. AdvancedMeteringInfrastructurePilotActivities

InD.15‐09‐023,theCommissionorderedaworkshopononeormorepilotsonAMI

integration.Thespecificgoalofthepilot(s)istoidentifytechnicalissueswithawater

corporation“piggybacking”onelectricand/orgascorporationAMIinfrastructure.Itis

anticipatedthatutilizingtheenergyutility’sAMIbackbone,theparticipatingwateragency

couldachievewatersavingsassociatedwiththeAMIinstallationsresultinginembedded

energysavings.11

OnNovember20,2015,“AssignedCommissioner’sRulingRegardingAdvanced

MeterInfrastructurePilotProposalsandSettingWorkshop,”wasissued.TheRuling

requiredthatfinalpilotproposalsbefiledonFebruary16,2016.SDG&Eparticipatedatthe

January19,2016workshopduringwhichSDG&EprevieweditsAMIWENpilotproposal.

OnFebruary16,SDG&EfileditsfinalpilotproposalasrequiredbytheRuling.

SDG&E’sproposedpilotwasapprovedbytheCommissioninD.16‐06‐010OP2

whichstates:

11 1 D.15-09-023, pages 44 to 45.

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“Ifitissuccessfulinidentifyingoneormorewateragencypartners,SanDiegoGas&

ElectricCompanymayimplementitsproposedpilottoassessthefeasibilityand

scalabilityofutilizingSDG&E’snetworkinfrastructuretotransmitwaterusagedata.

SanDiegoGas&ElectricCompanymaynotexceed$175,000perwaterpartner,

withoutseekingapprovalthroughaTier3AdviceLetter,butmaypartnerwithas

manywaterpartnersaspossible,withinthefundingauthorized.Contractswithwater

partnersmustbesignedwithin90daysofafinaldecisiontobeincludedinthepilot.

Thepilotcostmaynotexceed$250,000unlessSanDiegoGas&ElectricCompanyfiles

andreceivesapprovalthroughaTier3AdviceLetter."

Theapprovedfundingof$175,000forthispilotcomesfromSDG&E’sEmerging

Technologybudget.

SDG&EsubmittedAdviceLetter2973‐EincompliancewithD.16‐06‐010OP7

whichstates:

“Within30daysofsignedagreementswithwaterpartners,SanDiegoGas&Electric

CompanyandSouthernCaliforniaGasCompanyshalleachfileandserve,byTier2

AdviceLetter,aProgramImplementationPlan,adaptedtomeetthepilotcriteriaset

forthintheEnergyEfficiencyPolicyManualv.5.,fortheirapprovedpilotthatincludes,

butisnotlimitedto,detailedschedulesforimplementation,proposedbudgets,

projectedsavingsandcost‐effectivenessusingthewater‐energycalculatoras

applicable,marketing,education,andoutreachguidelines,datarequirements,

measurementandevaluationplan,andcontrolgroupsize.”

AdviceLetter2973‐EwasapprovedDecember5,2016.Thebudgetforthispilotis

partofthe2017energyefficiencyportfoliobudgetandwillbereportedin2017.

SDG&EispartneringwithRainbowMunicipalWaterDistrict(RMWD)andItron

Corporation(Itron)toimplementthisPilot.OnAugust30,2016,SDG&Esignedacontract

withtheRainbowMunicipalWaterDistrict(RMWD)forapilottotestSDG&E’sSmart

MeterNetwork’scapabilityofsuccessfullyreceivingdatafromRMWD’swatermetering

andleakdetectiondevices,suchasdigitaldevicesownedbyRMWDforleakdetectionand

waterusagemeteringafterwhichthedatawillbedeliveredtoRMWD.ThisPilotwillbe

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conductedinRMWD’sserviceterritoryinnorthernSanDiegoCounty.RMWDisaSpecial

District,organizedunderSection71000oftheCaliforniaWaterCodethatprovides

water/sanitationservicestotheunincorporatedcommunitiesofRainbow,Bonsall,and

portionsofVista,OceansideandFallbrook.ThePilotwilltestthefeasibilityof

“piggybacking”RMWDwatermeterdataacrosstheSDG&ESmartMeterNetworktoan

Itronhostedanalyticssystem.Itwillalsoevaluatethebenefits,costs,andvalueof

deployingSmartMetertechnologythroughoutRMWD’sservicearea.ThePilotwill

investigatenewtechnologiescapableofprovidingsecuredmultitenantnetworkaccesson

two‐waycommunicationnetworkinfrastructure.

ThePilotwillcompareSmartMeteringwithexistingmanualreadmeteringbasedon

thefollowingmeasures:

1)meterandbillingaccuracy;

2)impactsonphysicaloperations;and

3)consumerengagementandacceptance.

3. EnergyMatineePricingTariffPilotActivities

D.16‐11‐021approvedtheEnergyMatineetariffpilot,

“Thepurposeofthesetariffsistopilotandevaluatetheeffectoftariffsdesignedto

allowfortheshiftofenergyusebycommercial,industrial,andagriculturalusersto

middaywhenabundantrenewableandlow‐water‐usingenergyareproducedathigh

(andgrowing)quantities.Weaccomplishthisshiftbydirectlysignalingtoconsumers

withanEnergyMatineePricingTariffthetimeswhenlow‐water‐usingenergyismore

abundant,anddemandiscurrentlylow.Theatershavelongused‘MatineePricing’to

attractpatronstofilltheaterseatsmidday.AnEnergyMatineePricingTariff

addressesthewater‐energynexusbybetteraligningabundantmiddayenergysupply

withcommercial,industrial,andagriculturalelectricdemand.”12

Thepurposeofthesepilotsistodemonstrate“proofofconcept”fortheenergy

12 D.16-11-021 at p. 5.

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matineepricingconceptandtrackassociatedsystembenefitsforbothwaterandenergy.13

Specifically,theCommissionapprovedSDG&E’sproposedhourlydynamicpricing

proposal,inwhichday‐aheadpricingfromtheCaliforniaIndependentSystemOperator

(CAISO)willbeusedasaddersandcreditsinanhourlyratescheme.Thepilotwillbe

limitedtoSDG&E’sPA‐T‐1customers,whoarepredominantlyagriculturalandwater

pumpingcustomers.Participationinthispilotwillrequirethatcustomersalreadyhaveor

arewillingtoprocureacustomercontrolsystemthatcanaccommodatethehourlypricing

changes.

Themaingoalofthispilotistotesthighwater‐usingPA‐T‐1customers’abilityto

respondtopricingsignals.SDG&E’sEnergyMatineePricingTariffPilotwilltarget

agriculturalandwater‐pumpingcustomerswhoareonschedulePA‐T‐1,withamaximum

monthlydemandof500kilowatt(kW)ormore.SDG&Ewillofferareducedelectricityrate

atcertaintimeswhendemandforelectricityisexpectedtobelow.Thesesignalswillbe

senteachdaywithday‐aheadspecifichourlypricing.Customersmusthaveacustomer

controlsystemtoreceivesignals.Ifcustomersdonothaveacontrolsystem,SDG&Ewill

provideincentivestoprovideparticipantswiththerequiredcustomercontrolsystems.

SignalswillbesentusingtheOpenADR2.0bprotocols,orothercosteffectiveprotocols

thatwillworkwithourtargetmarkets.ThepilotwillcommenceintheSpringof2018and

endbyJune30,2019.14

SDG&Eproposedtomarketthepilottowaterpumpingandagriculturalcustomers,

usingmultipletechniques,whichwillincludeemail/mailcampaigns,AccountExecutives

meetings,educationalworkshops,customersitevisits,presentationsandoutreachto

sectorstakeholders,e.g.,SanDiegoCountyWaterAuthority,theFarmBureauofSanDiego,

theFlowerandPlantAssociations.

Theforecastedbudgetis$1.75million,whichwillincludecostsforrecruiting

customers,educationalworkshops,email/mailcampaigns,customersurveys,procuring

andinstallingcontrolsystemsatcustomers’sitesandauditsandEvaluation,Measurement

13 D.16-11-021 at p. 18. 14 Id. at p. 25.

137

&Verification(EM&V)studies.

SDG&Ewillevaluatethecosteffectivenessofthepilotattheendofthepilot,when

theevaluationresultswillbeavailable.SDG&Ewillreviewtheapplicabilityoftheenergy

efficiency,demandresponseandWENcosteffectivenesscalculators.

Intheanalysis,SDG&Ewillalsopotentiallyexamineeachindividualprogrammatic

variable,suchaspricelevels,signaling,anddeliverychannels.SDG&Ewillconsultwith

EnergyDivisionstafftorefinetheEM&Vplan.Customersurveyswillbeusedtoresearch

thefollowingtopics:customers’perspectivesonthepilotoperations,pricingsignals,

impacttobusinessoperationsofshiftingloads,convenienceofautomation,billsavingsand

otherrelevanttopics.SDG&Ewillalsoidentifyanyobstaclestoparticipationfromqualified

customersthatchoosenottoparticipate.

FurtherdetailsareincludedinSDG&E’sWaterEnergyNexusEnergyMatinee

PricingTariffPilotImplementationPlanAdviceLetter3053‐EfiledMarch10,2017.The

adviceletterisavailableathttp://regarchive.sdge.com/tm2/pdf/3053‐E.pdf.However,

SDG&EwillbefilingapetitionformodificationtoD.16‐11‐021thatwillidentify

circumstancesthatwouldmakeSDG&E’sproposedMatineePilotmoot.

138

4. EnergyEfficiencyWENProgramsandActivities

Thetablebelowreflectsthe2016waterconservationmeasuresofferedunder

SDG&E’senergyefficiencyprogramattheprogramandmeasurelevel.

EE Program Name Measure Quantity

3P-Res-Comprehensive Manufactured-Mobile Home Faucet Aerator 1,218

3P-Res-Comprehensive Manufactured-Mobile Home Low Flow Showerhead 855

3P-Res-Comprehensive Manufactured-Mobile Home Thermostatic Valve/Flow Restrict 965

Local-CALS - Middle Income Direct Install (MIDI) Faucet Aerators 123

Local-CALS - Middle Income Direct Install (MIDI) Low Flow Showerhead 192

Local-CALS - Middle Income Direct Install (MIDI) Thermostatic Valve/Flow Restrict 92

SW-CALS-MFEER Low Flow Showerhead 4,936

SW-CALS-MFEER Faucet Aerators 4,332

SW-CALS-MFEER Thermostatic Valve/Flow Restrict 6,674

SW-CALS-Plug Load and Appliances-HEER Water Saving Kits 93,488

SW-CALS-Plug Load and Appliances-HEER High Efficiency Clothes Washers 4,194

SW-CALS-Plug Load and Appliances-POS Rebates High Efficiency Clothes Washers 1,877

SW-COM Direct Install Low Flow Showerhead 76

SW-COM Direct Install Super Low Flow Bathroom Aerator 223

SW-COM Direct Install Pre-Rinse Spray Head 362

SW-COM-Calculated Incentives-Calculated High Efficiency Dish Washers 1

SW-COM-Deemed Incentives-Commercial Rebates Low Flow Showerhead 203

SW-COM-Deemed Incentives-Commercial Rebates Ozone Laundry System 337

Total 120,148

5. EnergySavingsAssistanceWENActivities

ThetablebelowreflectsSDG&E’swatersavingmeasuresandservicesoffered

throughitsEnergySavingsAssistance(ESA)Programforprogramyear2016.SDG&E’sESA

Programoffersitslowincomenaturalgasandelectriccustomersweatherizationservices,

energyefficientlighting,energyefficientappliances,energyeducation,andotherservices

includingwaterconservationatnocosttothequalifiedcustomer.

139

MEASURES UNITS INSTALLED

High Efficiency Clothes Washer 389

Low Flow Shower Head 4,887

Faucet Aerator 10,664

Water Heater Repair/Replacement 897

Thermostatic Shower Valve 3,459

Water Education* 8454

*Water Education is a sub‐measure of Energy Education. Water Education includes die tabs and shower timers.

6. WENOutreachEfforts

SDG&Ehasbeenworkingcloselywiththe24SanDiegoCountyWaterAuthority

memberstohelppromotewaterconservationtipsaswellascreatedistribution

channelsfortheSDG&Ewater&energysavingkits.Infact,somememberagencies

wereextremelyengagedandhelpedtoexecutesomeofthefollowingactivities:

directdistributionofourwater&energysavingkitsintheiroffices

cross‐promotingmessagesonsocialmedia

co‐staffing(whenavailable)communityoutreachevents

Highlightsinclude:

Distributionofwater&energysavingkitsbymemberagenciesattheiroffices.

Memberagenciesincluded:HelixWaterDistrict,FallbrookPublicUtilityDistrict,

CityofCarlsbad,andVallecitosWaterDistrict.

PresentationonEnergySolutionstomemberagencies

Cross‐promotedthe“LiveWaterSmart”campaignviaenergysolutionspartners

CollaboratedwithCityofSanDiego’swateragencytohelplaunchnewcampaign

forlow‐incomecustomerswhoneedassistancepayingtheirbill.

EngagedandenrolledcustomerstotakeadvantageofSDG&E’swater&energy

savingkitsatevents.

CollaboratedwiththeCountyWaterAuthoritytodeterminesharedoutreachat

communityevents.Inaddition,SDCountyWaterAuthoritypromotedSDG&E

programsandservicesontheirwebsite.

140

R. OtherPrograms

1. SDGE3288CustomerRelationshipManagement(CRM)/Energy

EfficiencyCollaborationPlatform(EECP)

ProgramDescription:

Nonarrativeisrequired;thisisadatatrackingsystemandnotaprogram.

2. SDGE3281EM&V–EvaluationMeasurementandVerification

ProgramDescription:

Nonarrativeisrequired;thisisnotaprogram.

141

SECTION1‐ENERGYSAVINGS

Thepurposeofthefollowingtable(Table1)istoreporttheannualimpactsoftheenergy

efficiencyportfolioofprogramsimplementedbySDG&Eforthe2016programyear.The

annualimpactsarereportedfor2016intermsofannualandlifecycleenergysavingsin

GWh(Gigawatthours),annualandlifecyclenaturalgassavingsinMMth(milliontherms),

andpeakdemandsavingsinMW(Megawatts).Thereportshowsannualsavings(Installed

Savings)thatreflectinstalledsavings,notincludingcommitments.Thevaluesinthe

InstalledSavingscolumnincludesavingsfromtheESAProgramandpre‐2006Codesand

Standards(C&S)(ESAPandC&SsavingsarebrokenoutasseparatelineitemsinTable6‐

SavingsbyEnd‐Use).

142

SECTION2‐EMISSIONREDUCTIONS

Thepurposeofthefollowingtable(Table2)istoreporttheannualincremental

environmentalimpactsoftheenergyefficiencyportfolio(forbothelectricityandnatural

gas)ofprogramsimplementedbySDG&Eduringthe2016programyear.Partiesagreed

thattheimpactsshouldbeintermsofannualandlifecycletonsofCO2,NOX,SOX,and

PM10avoidedandshouldcomefromtheE3calculator.

143

SECTION3‐EXPENDITURES

Thepurposeofthefollowingtable(Table3)istoreporttheannualcostsexpendedby

SDG&Einimplementingthe2016energyefficiencyportfolioofprograms.Thereport

showsthe“TotalPortfolioExpenditures”brokenoutintoAdministrativeCosts,

Marketing/Advertising/OutreachCosts,andDirectImplementationCostsfortheentire

portfolio.Thenexttwosetsofexpendituresrepresentsub‐componentsoftheportfolio

alreadyincludedintheTotalPortfolioExpenditurestotals:1)TotalCompetitiveBid

ProgramExpenditures(sub‐componentofportfolio);and2)TotalPartnerships

Expenditures(sub‐componentofportfolio).Thelastcomponent,“TotalEM&V

Expenditures”(separatefromportfolio),willbereportedforbothSDG&Eand“JointStaff”,

whichreflectsEDmanagedstudies.

144

SECTION4‐COSTEFFECTIVENESS

Thepurposeofthefollowingtable(Table4)istoprovideanannualupdateonthecost

effectivenessoftheenergyefficiencyportfolioofprogramsbeingimplementedinthe2016

programyear.

145

SECTION5‐RATEPAYERIMPACTS

Thepurposeofthefollowingtable(Table5)istoreporttheannualimpactoftheenergy

efficiencyactivitiesoncustomerbillsrelativetobillswithouttheenergyefficiency

programs,asrequiredbyRuleX.3oftheEnergyEfficiencyPolicyManualversion3,

adoptedinD.05‐04‐051.

146

SECTION6‐SAVINGSBYEND‐USE

Thepurposeofthefollowingtable(Table6)istoshowannualportfoliosavingsby

ResidentialandNon‐Residentialend‐uses,includingthosesavingsattributabletotheESA

programandCodesandStandardspre‐2006advocacywork.

147

SECTION7‐COMMITMENTS

Thepurposeofthefollowingtable(Table7)istoallowtheutilitiestoreportcommitments

(contractualorincentivecommitmentsthatwillproducesavingsafterDecember2016).

ThisinformationwillbeusefulfortheCommission’sresourceplanningpurposesby

enablingprogramactivitiestobelinkedtoaparticularfundingcycle.

148

SECTION8‐SHAREHOLDERPERFORMANCEINCENTIVES

InaccordancewiththereportingscheduleasadoptedinD.13‐09‐023datedSeptember5,2013andmodifiedbyD.15‐10‐028Appendix5datedOctober28,2015,currentvaluesforthe2016EfficiencySavingsandPerformanceIncentives(ESPI)havenotyetbeensubmittedbytheIOUs.

TheIOUswillfiletheirrespectiveESPIadvicelettersonSeptember1ofthisyear.ThefirstESPIawardsclaimsareexpectedtobeapprovedbytheCommissionnolaterthanDecember31ofthisyear.Thesecond2016ESPIawardsclaimswillbesubmittedforapprovaltotheCommissiononSeptember1ofthefollowingyear.Therefore,thereisnoinformationonearningspresentedinthisreportforthe2016period.

149

APPENDIXA‐SDG&E2016ProgramNumbers

ProgramID ProgramName DateAdded

(newprograms)DateRemoved

SDGE3201

SW‐CALS‐EnergyAdvisor‐HEES,UAT 1/1/2013 N/A

SDGE3203 SW‐CALS‐PlugLoadandAppliances‐HEER 1/1/2013 N/A

SDGE3204 SW‐CALS‐PlugLoadandAppliances‐POSRebates 1/1/2013 N/A

SDGE3206 SW‐CALS‐PlugLoadandAppliances‐ARP(3rdParty) 1/1/20134/21/16

AL2873‐E

SDGE3207 SW‐CALS‐MFEER 1/1/2013 N/A

SDGE3209 SW‐CALS‐EUCWHRP–Advanced 1/1/2013 N/A

SDGE3211 Local‐CALS‐MiddleIncomeDirectInstall(MIDI)(3rdParty)

8/1/2013N/A

SDGE3212 SW‐CALS–ResidentialHVAC‐QI/QM(3rdParty) 1/1/2013 N/A

SDGE3213 SW‐CALS‐CAHP/ESMH‐CAAdvancedHomes 1/1/2013 N/A

SDGE3214 SW‐CALS‐CAHP/ESMH‐EStarManufacturedHomes 1/1/2013ClosedbyAdviceLetter

2932‐E8/15/16

SDGE3215 SW‐COM‐ContinuousEnergyImprovement 1/1/2013 N/A

SDGE3216 SW‐COM‐CustomerServices‐Benchmarking 1/1/2013 N/A

SDGE3217 SW‐COM‐CustomerServices‐AuditsNon‐Res 1/1/2013 N/A

SDGE3218SW‐COM‐CustomerServices‐AuditsHealthcareEnergyEfficiency(HEEP)

(3rdParty)1/1/2013 N/A

SDGE3219SW‐COM‐CustomerServices‐AuditsLodgingEnergyEfficiency(LEEP)

(3rdParty)1/1/2013 N/A

SDGE3220 SW‐COM‐CalculatedIncentives‐Calculated 1/1/2013 N/A

SDGE3221 SW‐COM‐CalculatedIncentives‐RCx(3rdParty) 1/1/2013AL2951‐E/2512‐G

9/1/2016

SDGE3222 SW‐COM‐CalculatedIncentives‐SavingsbyDesign 1/1/2013 N/A

SDGE3223 SW‐COM‐DeemedIncentives‐CommercialRebates 1/1/2013 N/A

SDGE3224 SW‐COM‐DeemedIncentives‐HVACCommercial(3rdParty) 1/1/2013 N/A

SDGE3225 SW‐COM‐DeemedIncentives‐HVACCore 1/1/2013 N/A

SDGE3226 SW‐COMDirectInstall(3rdParty) 1/1/2013 N/A

150



SDGE3227 SW‐IND‐ContinuousEnergyImprovement 1/1/2013 N/A

SDGE3228 SW‐IND‐CustomerServices‐Benchmarking 1/1/2013 N/A

SDGE3229 SW‐IND‐CustomerServices‐AuditsNon‐Res 1/1/2013 N/A

SDGE3230 SW‐IND‐CustomerServices‐AuditsCIEEP(3rdParty) 1/1/2013 N/A

SDGE3231 SW‐IND‐CalculatedIncentives‐Calculated 1/1/2013 N/A

SDGE3233 SW‐IND‐DeemedIncentives 1/1/2013 N/A

SDGE3234 SW‐AG‐CustomerServices‐Benchmarking 1/1/2013 N/A

SDGE3235 SW‐AG‐CustomerServices‐PumpTestServices(3rdParty) 1/1/2013 N/A

SDGE3236 SW‐AG‐CustomerServices‐Audits 1/1/2013 N/A

SDGE3237 SW‐AG‐CalculatedIncentives‐Calculated 1/1/2013 N/A

SDGE3239 SW‐AG‐DeemedIncentives 1/1/2013 N/A

SDGE3240 SW‐Lighting‐LightingMarketTransformation 1/1/2013 N/A

SDGE3241 SW‐Lighting‐LightingInnovation‐ETPCMD 1/1/2013 N/A

SDGE3242 SW‐Lighting‐LightingInnovation‐ETPCPilots 1/1/2013 N/A

SDGE3243 SW‐Lighting‐LightingInnovation‐ETPCAdvancedLED 1/1/2013 N/A

SDGE3245 SW‐Lighting‐PrimaryLighting 1/1/2013 N/A

SDGE3246 SW‐ET‐TechnologyIntroductionSupport 1/1/2013 N/A

SDGE3247 SW‐ET‐TechnologyAssessmentSupport 1/1/2013 N/A

SDGE3248 SW‐ET‐TechnologyDeploymentSupport 1/1/2013 N/A

SDGE3249 SWC&S‐BuildingCodes&ComplianceAdvocacy 1/1/2013 N/A

SDGE3250 SWC&S‐ApplianceStandardsAdvocacy 1/1/2013 N/A

SDGE3251 SWC&S‐ComplianceEnhancement 1/1/2013 N/A

SDGE3252 SWC&S‐ReachCodes 1/1/2013 N/A

SDGE3253 SWC&S‐PlanningCoordination 1/1/2013 N/A

151



SDGE3254 SW‐WE&T‐Centergies 1/1/2013 N/A

SDGE3255 SW‐WE&T‐Connections 1/1/2013 N/A

SDGE3257 SW‐WE&T‐StrategicPlanning 1/1/2013 N/A

SDGE3259 SWME&O 1/1/2013 N/A

SDGE3260 Local‐IDSM‐ME&O‐LocalMarketing(EE) 1/1/2013 N/A

SDGE3261 Local‐IDSM‐ME&O‐BehavioralPrograms(EE) 1/1/2013 N/A

SDGE3262 SW‐FIN‐On‐BillFinance 1/1/2013 N/A

SDGE3263 SW‐FIN‐ARRAOriginatedFinancing 1/1/2013 N/A

SDGE3264 SW‐FIN‐NewFinanceOfferingsCHEEF&FundsReserved 1/1/2013 N/A

SDGE3266 LInstP‐CADepartmentofCorrectionsPartnership 1/1/2013 N/A

SDGE3267 LInstP‐CaliforniaCommunityCollegePartnership 1/1/2013 N/A

SDGE3268 LInstP‐UC/CSU/IOUPartnership 1/1/2013 N/A

SDGE3269 LInstP‐StateofCalifornia/IOU 1/1/2013 N/A

SDGE3270 LInstP‐UniversityofSanDiegoPartnership 1/1/2013 N/A

SDGE3272 LGP‐CityofChulaVistaPartnership 1/1/2013 N/A

SDGE3273 LGP‐CityofSanDiegoPartnership 1/1/2013 N/A

SDGE3274 LGP‐CountyofSanDiegoPartnership 1/1/2013 N/A

SDGE3275 LGP‐PortofSanDiegoPartnership 1/1/2013 N/A

SDGE3276 LGP‐SANDAGPartnership 1/1/2013 N/A

SDGE3277 LGP‐SEECPartnership 1/1/2013 N/A

SDGE3278 LGP‐EmergingCitiesPartnership 1/1/2013 N/A

SDGE3279 3P‐Res‐ComprehensiveManufactured‐MobileHome(3rdParty) 1/1/2013 N/A

SDGE3280 3P‐IDEA(3rdParty) 1/1/2013 N/A

SDGE3281 EM&V 1/1/2013 N/A

SDGE3282 SW‐IDSM‐IDSM 1/1/2013 N/A

152



SDGE3288 CRM 1/1/2013 N/A

SDGE3291 SW‐Ind‐CustomerServices‐PumpTestServices(3rdParty) 1/1/2013 N/A

SDGE3292 SW‐Com‐CustomerServices‐PumpTestServices(3rdParty) 1/1/2013 N/A

SDGE3293 SW‐CALS–ResidentialHVAC‐HVACCore 1/1/2013 N/A

SDGE3296 SW‐FIN‐NewFinanceOfferings‐SmallBusLeaseOffBill 9/19/2013 N/A

SDGE3297 SW‐FIN–NewFinanceOfferings‐FinPilotCrEnhancementSFLP 9/19/2013 N/A

SDGE3298 SW‐FIN–NewFinanceOfferings‐Med/LargeOBR 9/19/2013 N/A

SDGE3299 SW‐FIN–NewFinanceOfferings‐MMMFPOBR 9/19/2013 N/A

SDGE3300 SW‐FIN–NewFinanceOfferings‐SmallBusLeaseOBR 9/19/2013 N/A

SDGE3301 SW‐FIN–NewFinanceOfferings‐SmallBusLoanOBR 9/19/2013 N/A

SDGE3302 SW‐CALS‐ResUpstreamHVACEquipmentIncentive 7/1/2014 N/A

SDGE3303 SW‐CALS‐ResHVACCodeComplianceIncentive 7/1/2014 N/A

SDGE3306 3P‐ResSplash(3rdParty) 8/1/2014ClosedbyAdviceLetter

2932‐E8/15/16

SDGE3307 3P‐Non‐ResZELDAProgram(3rdParty) 9/1/2014 N/A

SDGE3308 SW‐FIN–NewFinanceOfferings‐FinanceME&O 9/19/2013 N/A

SDGE3309 SustainableLabsProgram 2/10/2015 N/A

SDGE3310 MultifamilyHeatPumpOptimizer 3/10/2015 N/A

SDGE3311 3P‐EnergyAdvantageProgramEAP 11/25/2015 N/A

SDGE3312 SW‐FIN–NewFinanceOfferings‐FinancePilotITSupport 9/19/2013 N/A

SDGE3313 LocationalEnergyEfficiencyProgram 8/10/2015 N/A

SDGE3317

HOPPRcX

ApprovedbyAdvice

Letter2864‐E‐A

7/27/16

N/A

SDGE3318HOPPMultiFamily

ApprovedbyAdvice

Letter2865‐E‐C

9/18/16

N/A

153



SDGE3324WaterEnergyNexus(WEN)

4/21/17 N/A

154

APPENDIXB‐UpdatedDecember2016MonthlyReport

InaccordancewithR.09‐11‐014issuedonDecember22,2011,AttachmentB,II.a,“The

followingreportsarenolongersubmittedbytheutilitiesin2010‐2012:E3outputsheets,

QuarterlyNarratives,andQuarterlySpreadsheets.”UpdatedQuarterlySpreadsheetsare

notincludedinthisreport.

http://eestats.cpuc.ca.gov/Views/Documents.aspx

San Diego Gas & Electric Company2016 Monthly Energy Efficiency Program ReportReport Month: December 2016

Table 1: 2016 San Diego Gas & Electric Company Monthly Summary Table

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[3]

SDGE3201 SW-CALS-Energy Advisor-HEES, UAT 2016 SDGE RESIDENTIAL IOU Core/Statewide RESIDENTIAL Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 357,988$ -$ -$ (82,315)$ -$ 275,673$ 67,825$ 275,673$ -$ $ (0) - - - - - - - - - - - - - - -

SDGE3203 SW-CALS-Plug Load and Appliances-HEER 2016 SDGE RESIDENTIAL IOU Core/Statewide RESIDENTIAL Deemed Hardware Rebates Resource Deemed Impacts 0 -$ -$ -$ -$ -$ -$ 6,410,558$ -$ -$ (1,913,380)$ -$ 4,497,178$ 1,029,137$ 4,497,180$ -$ $ (2) 11,253,334 5,712,557 5,712,557 1,980,014 - 3,054 1,703 1,703 578 - 709,495 690,576 690,576 128,781 -

SDGE3204 SW-CALS-Plug Load and Appliances-POS Rebates 2016 SDGE RESIDENTIAL IOU Core/Statewide RESIDENTIAL Deemed Hardware Rebates Resource Deemed Impacts 0 -$ -$ -$ -$ -$ -$ 1,094,782$ -$ -$ (729,525)$ -$ 365,257$ 125,342$ 365,256$ -$ $ 1 677,650 275,219 275,219 47,327 - 368 47 47 9 - 87,789 32,061 32,061 8,558 -

SDGE3207 SW-CALS-MFEER 2016 SDGE RESIDENTIAL IOU Core/Statewide RESIDENTIAL Deemed Hardware Rebates Resource Deemed Impacts 0 -$ -$ -$ -$ -$ -$ 3,765,678$ -$ -$ 660,000$ -$ 4,425,678$ 608,142$ 4,675,506$ -$ $ (249,828) 3,643,083 3,290,825 3,290,825 357,037 - 556 647 647 54 - (23,254) 18,149 18,149 4,500 -

SDGE3209 SW-CALS - EUC WHRP - Advanced 2016 SDGE RESIDENTIAL IOU Core/Statewide RESIDENTIAL Deemed Hardware Rebates Resource eemed and Custom Impac 1 -$ -$ -$ -$ -$ -$ 2,373,158$ -$ -$ 1,833,188$ -$ 4,206,346$ 909,073$ 4,198,181$ -$ $ 8,165 857,644 1,272,332 1,272,332 439,155 - 314 856 856 390 - 28,049 48,742 48,742 17,372 -

SDGE3213 SW-CALS - CAHP/ESMH-CA Advanced Homes 2016 SDGE RESIDENTIAL IOU Core/Statewide RESIDENTIAL New Construction Resource Custom Impacts 1 -$ -$ -$ 188,317$ 178,164$ 10,153$ 1,838,307$ -$ 178,164$ 550,000$ -$ 2,566,471$ 232,050$ 2,149,164$ 417,307$ $ 417,307 883,316 1,172,985 1,172,985 565,454 - 651 557 557 203 - 46,194 60,909 60,909 26,034 -

SDGE3214 SW-CALS - CAHP/ESMH-E Star Manufactured Homes 1,655$ 1,655$ (1,101)$ 1,655$ -$ - - - - - - - - -

SDGE3302 SW-CALS - RESIDENTIAL HVAC UPSTREAM 2016 SDGE RESIDENTIAL IOU Core/Statewide RESIDENTIAL Deemed Hardware Rebates Resource -$ -$ -$ -$ -$ -$ 206,799$ -$ -$ (78,934)$ -$ 127,865$ 29,992$ 127,865$ -$ $ 0 9,016 3,183 3,183 1,594 - 8 6 6 3 - (11) 2,367 2,367 545 -

SDGE3303 SW-CALS - HVAC TO CODE COMPLIANCE 2016 SDGE RESIDENTIAL IOU Core/Statewide RESIDENTIAL Deemed Hardware Rebates Resource -$ -$ -$ -$ -$ -$ 181,277$ -$ -$ (100,779)$ -$ 80,498$ 19,821$ 80,498$ -$ $ 0 - - - - - - - - - - - - - - -

SDGE3293 SW-CALS – Residential HVAC-HVAC Core 2016 SDGE RESIDENTIAL IOU Core/Statewide RESIDENTIAL Deemed Hardware Rebates Resource Deemed Impacts 0 -$ -$ -$ -$ -$ -$ 161,882$ -$ -$ 113,090$ -$ 274,972$ 253,474$ 274,972$ -$ $ (0) - - - - - - - - - - - - - - -

-$ -$ -$ -$ -$ -$ -$ -$ -$ $ - - - - - - - - - - - - - - - -

SDGE3215 SW-COM-Continuous Energy Improvement 2016 SDGE COMMERCIAL IOU Core/Statewide COMMERCIAL Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ 7,266$ 2,030$ 5,236$ 255,616$ -$ 1,015$ (103,916)$ -$ 152,715$ 34,164$ 152,715$ -$ $ (0) - - - - - - - - - - - - - - -

SDGE3216 SW-COM-Customer Services-Benchmarking 2016 SDGE COMMERCIAL IOU Core/Statewide COMMERCIAL Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 67,686$ -$ -$ (12,236)$ -$ 55,450$ 4,705$ 55,450$ -$ $ 0 - - - - - - - - - - - - - - -

SDGE3217 SW-COM-Customer Services- Audits NonRes 2016 SDGE COMMERCIAL IOU Core/Statewide COMMERCIAL Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ 367,152$ 348,837$ 18,316$ 1,369,092$ -$ 348,837$ (1,114,696)$ -$ 603,232$ 50,906$ 603,232$ -$ $ 0 - - - - - - - - - - - - - - -

SDGE3220 SW-COM-Calculated Incentives-Calculated 2016 SDGE COMMERCIAL IOU Core/Statewide COMMERCIAL Customized Retrofit Resource eemed and Custom Impac 1 250,857$ -$ 250,857$ 3,146,823$ 196,661$ 2,950,162$ 4,031,116$ -$ 196,661$ (1,352,936)$ -$ 2,874,841$ 442,321$ 2,874,842$ -$ $ (1) 11,630,694 5,396,886 5,396,886 1,308,108 - 1,796 878 878 285 - 364,800 453,635 453,635 162 -

SDGE3222 SW-COM-Calculated Incentives-Savings by Design 2016 SDGE COMMERCIAL IOU Core/Statewide COMMERCIAL New Construction Resource Custom Impacts 1 -$ -$ -$ 1,670,890$ 1,162,960$ 507,930$ 4,574,293$ -$ 1,162,960$ (2,200,000)$ -$ 3,537,253$ 505,103$ 3,441,788$ 95,466$ $ 95,465 15,986,191 17,844,200 17,844,200 5,695,027 - 3,210 2,936 2,936 1,098 - 1,708 372,877 372,877 266,324 -

SDGE3223 SW-COM-Deemed Incentives-Commercial Rebates 2016 SDGE COMMERCIAL IOU Core/Statewide COMMERCIAL Deemed Hardware Rebates Resource Deemed Impacts 0 -$ -$ -$ 2,966,281$ 2,966,281$ -$ 11,468,889$ -$ 2,966,281$ 28,330,736$ -$ 42,765,906$ 11,419,845$ 42,960,956$ -$ $ (195,050) 27,905,624 54,605,616 54,605,616 19,140,549 - 5,126 11,479 11,479 4,378 - 2,565 211,706 211,706 (18,475) -

SDGE3225 SW-COM-Deemed Incentives-HVAC Core 2016 SDGE COMMERCIAL IOU Core/Statewide COMMERCIAL Deemed Hardware Rebates Resource Deemed Impacts 0 -$ -$ -$ -$ -$ -$ 280,493$ -$ -$ (243,722)$ -$ 36,771$ (459,434)$ (113,229)$ -$ $ 150,000 - - - - - - - - - - - - - - -

-$ -$ -$ -$ -$ -$ -$ -$ -$ $ - - - - - - - - - - - - - - - -

SDGE3227 SW-IND-Continuous Energy Improvement 2016 SDGE INDUSTRIAL IOU Core/Statewide INDUSTRIAL Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ 255,965$ -$ 1,015$ (125,858)$ -$ 131,122$ 15,704$ 107,335$ -$ $ 23,787 - - - - - - - - - - - - - - -

SDGE3228 SW-IND-Customer Services-Benchmarking 2016 SDGE INDUSTRIAL IOU Core/Statewide INDUSTRIAL Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 27,224$ -$ -$ (16,376)$ -$ 10,848$ 720$ 10,849$ -$ $ (0) - - - - - - - - - - - - - - -

SDGE3229 SW-IND-Customer Services-Audits NonRes 2016 SDGE INDUSTRIAL IOU Core/Statewide INDUSTRIAL Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 464,798$ -$ -$ (341,607)$ -$ 123,191$ 25,041$ 123,191$ -$ $ 0 - - - - - - - - - - - - - - -

SDGE3231 SW-IND-Calculated Incentives-Calculated 2016 SDGE INDUSTRIAL IOU Core/Statewide INDUSTRIAL Customized Retrofit Resource eemed and Custom Impac 1 -$ -$ -$ 492,402$ 100,047$ 392,355$ 1,673,221$ -$ 100,047$ (1,165,491)$ -$ 607,776$ 147,530$ 554,277$ 53,500$ $ 53,500 4,503,410 538,810 538,810 538,810 - 709 61 61 61 - 61,974 - - - -

SDGE3233 SW-IND-Deemed Incentives 2016 SDGE INDUSTRIAL IOU Core/Statewide INDUSTRIAL Deemed Hardware Rebates Resource Deemed Impacts 0 -$ -$ -$ 307,392$ 307,392$ -$ 801,168$ -$ 307,392$ 2,099,332$ -$ 3,207,891$ 738,730$ 3,167,928$ -$ $ 39,963 728,205 2,794,100 2,794,100 1,293,157 - 149 585 585 275 - 24,160 48,434 48,434 30,682 -

-$ -$ -$ -$ -$ -$ -$ -$ -$ $ - - - - - - - - - - - - - - - -

SDGE3234 SW-AG-Customer Services-Benchmarking 2016 SDGE AGRICULTURAL IOU Core/Statewide AGRICULTURA Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 22,988$ -$ -$ (9,024)$ -$ 13,964$ 672$ 9,484$ -$ $ 4,480 - - - - - - - - - - - - - - -

SDGE3236 SW-AG-Customer Services-Audits 2016 SDGE AGRICULTURAL IOU Core/Statewide AGRICULTURA Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 106,104$ -$ -$ (87,512)$ -$ 18,592$ 2,356$ 18,592$ -$ $ 0 - - - - - - - - - - - - - - -

SDGE3237 SW-AG-Calculated Incentives-Calculated 2016 SDGE AGRICULTURAL IOU Core/Statewide AGRICULTURA Customized Retrofit Resource eemed and Custom Impac 1 -$ -$ -$ -$ -$ -$ 180,255$ -$ -$ (65,981)$ -$ 114,274$ 27,695$ 114,274$ -$ $ (0) 440,261 - - - - 88 - - - - 8,397 - - - -

SDGE3239 SW-AG-Deemed Incentives 2016 SDGE AGRICULTURAL IOU Core/Statewide AGRICULTURA Deemed Hardware Rebates Resource Deemed Impacts 0 -$ -$ -$ -$ -$ -$ 386,231$ -$ -$ 274,517$ -$ 660,748$ 370,540$ 660,747$ -$ $ 1 258,808 321,301 321,301 79,017 - 62 65 65 19 - 151,181 119,280 119,280 (242) -

-$ -$ -$ -$ -$ -$ -$ -$ -$ $ - - - - - - - - - - - - - - - -

SDGE3240 SW-Lighting-Lighting Market Transformation 2016 SDGE Cross-cutting IOU Core/Statewide Cross-cutting Deemed Hardware Rebates Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 68,487$ -$ -$ (24,727)$ -$ 43,760$ 8,144$ 43,760$ -$ $ (0) - - - - - - - - - - - - - - -

SDGE3241 SW-Lighting-Lighting Innovation [4] 2016 SDGE Cross-cutting IOU Core/Statewide Cross-cutting Deemed Hardware Rebates Non-Resourc Not Applicable 0 -$ -$ -$ 1,302,923$ 695,238$ 607,685$ 200,761$ -$ 695,238$ 24,727$ -$ 920,726$ 591,750$ 966,065$ -$ $ (45,339) - 477,600 477,600 477,600 - - 49 49 49 - - (8,129) (8,129) (8,129) -

SDGE3245 SW-Lighting-Primary Lighting 2016 SDGE Cross-cutting IOU Core/Statewide Cross-cutting Deemed Hardware Rebates Resource Deemed Impacts 0 -$ -$ -$ -$ -$ -$ 5,994,117$ -$ -$ 3,210,000$ -$ 9,204,117$ 1,238,709$ 8,897,281$ -$ $ 306,836 29,313,037 41,431,118 41,431,118 13,394,525 - 3,532 5,358 5,358 1,613 - (453,858) (609,766) (609,766) (208,653) -

-$ -$ -$ -$ -$ -$ -$ -$ -$ $ - - - - - - - - - - - - - - - -

SDGE3266 LInstP-CA Department of Corrections Partnership 2016 SDGE LGP Local Government Partne Institutional Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 78,865$ -$ -$ (8,600)$ -$ 70,265$ 23,990$ 70,265$ -$ $ (0) - - - - - - - - - - - - - - -

SDGE3267 LInstP-California Community College Partnership 2016 SDGE LGP Local Government Partne Colleges Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 413,888$ -$ -$ (244,731)$ -$ 169,157$ (25,203)$ 169,157$ -$ $ (0) - - - - - - - - - - - - - - -

SDGE3268 LInstP-UC/CSU/IOU Partnership 2016 SDGE LGP Local Government Partne Colleges Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 582,270$ -$ -$ (178,108)$ -$ 404,162$ 176,887$ 404,162$ -$ $ (0) - - - - - - - - - - - - - - -

SDGE3269 LInstP-State of California /IOU 2016 SDGE LGP Local Government PartneNonresidential Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 260,535$ -$ -$ (207,734)$ -$ 52,801$ 14,390$ 52,801$ -$ $ (0) - - - - - - - - - - - - - - -

SDGE3270 LInstP-University of San Diego Partnership 2016 SDGE LGP Local Government Partne Colleges Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ 96,808$ 96,808$ -$ 636,455$ -$ 96,808$ (59,167)$ -$ 674,096$ 101,375$ 490,431$ -$ $ 183,665 - - - - - - - - - - - - - - -

SDGE3271 LInstP-San Diego County Water Authority Partnership 2016 SDGE LGP Local Government Partne Cross-cutting Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 418,479$ -$ -$ (133,000)$ -$ 285,479$ 43,531$ 93,184$ -$ $ 192,295 - - - - - - - - - - - - - - -

SDGE3272 LGP- City of Chula Vista Partnership 2016 SDGE LGP Local Government Partne Cross-cutting Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 1,708,121$ -$ -$ (88,403)$ -$ 1,619,718$ 329,407$ 1,081,719$ -$ $ 537,999 - - - - - - - - - - - - - - -

SDGE3273 LGP- City of San Diego Partnership 2016 SDGE LGP Local Government Partne Cross-cutting Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ 195,281$ 45,272$ 150,010$ 1,657,944$ -$ 45,272$ (135,816)$ -$ 1,567,400$ 288,222$ 1,185,211$ -$ $ 382,189 - - - - - - - - - - - - - - -

SDGE3274 LGP- County of San Diego Partnership 2016 SDGE LGP Local Government Partne Cross-cutting Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 1,119,760$ -$ -$ (6,502)$ -$ 1,113,258$ 248,195$ 1,092,231$ -$ $ 21,027 - - - - - - - - - - - - - - -

SDGE3275 LGP- Port of San Diego Partnership 2016 SDGE LGP Local Government Partne Cross-cutting Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 827,931$ -$ -$ 6,372$ -$ 834,303$ 230,979$ 736,097$ -$ $ 98,206 - - - - - - - - - - - - - - -

SDGE3276 LGP- SANDAG Partnership 2016 SDGE LGP Local Government Partne Cross-cutting Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 1,084,429$ -$ -$ (33,541)$ -$ 1,050,888$ 153,388$ 505,331$ -$ $ 545,557 - - - - - - - - - - - - - - -

SDGE3277 LGP- SEEC Partnership 2016 SDGE LGP Local Government Partne Cross-cutting Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ 25,327$ 25,327$ -$ 268,106$ -$ 25,327$ (55,105)$ -$ 238,327$ (113,322)$ 238,327$ -$ $ (0) - - - - - - - - - - - - - - -

SDGE3278 LGP- Emerging Cities Partnership 2016 SDGE LGP Local Government Partne Cross-cutting Market Education Outreach Non-Resourc Not Applicable 0 -$ 7,976$ 7,976$ -$ 272,892$ -$ 7,976$ (193,043)$ -$ 87,825$ 4,270$ 87,825$ -$ $ (0) - - - - - - - - - - - - - - -

-$ -$ -$ -$ -$ -$ -$ -$ -$ $ - - - - - - - - - - - - - - - -

SDGE3246 SW-ET-Technology Introduction Support 2016 SDGE Cross-cutting IOU Core/Statewide Cross-cutting Workforce Education and TraininNon-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 432,832$ -$ -$ -$ -$ 432,832$ 201,984$ 428,375$ -$ $ 4,457 - - - - - - - - - - - - - - -

SDGE3247 SW-ET-Technology Assessment Support 2016 SDGE Cross-cutting IOU Core/Statewide Cross-cutting Workforce Education and TraininNon-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 737,262$ -$ -$ -$ -$ 737,262$ 51,192$ 732,454$ -$ $ 4,808 - - - - - - - - - - - - - - -

SDGE3248 SW-ET-Technology Deployment Support 2016 SDGE Cross-cutting IOU Core/Statewide Cross-cutting Workforce Education and TraininNon-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 199,976$ -$ -$ -$ -$ 199,976$ 41,429$ 193,562$ -$ $ 6,414 - - - - - - - - - - - - - - -

-$ -$ -$ -$ -$ -$ -$ -$ -$ $ - - - - - - - - - - - - - - - -

SDGE3262 SW-FIN-On-Bill Finance 2016 SDGE Financing IOU Core/Statewide Commercial Financing Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 299,526$ -$ -$ (46,378)$ -$ 253,148$ 21,954$ 215,085$ -$ $ 38,063 - - - - - - - - - - - - - - -

SDGE3264 SW-FIN-New Finance Offerings 2016 SDGE Financing IOU Core/Statewide Cross Cutting Financing Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 69,202$ -$ -$ -$ -$ 69,202$ 80,117$ 81,225$ -$ $ (12,023) - - - - - - - - - - - - - - -

SDGE3296 SW-Small Bus Lease Off Bill 2016 SDGE Financing IOU Core/Statewide Commercial Financing Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 69,229$ -$ -$ (9,561)$ -$ 59,668$ 37,118$ 53,556$ -$ $ 6,112 - - - - - - - - - - - - - - -

SDGE3297 SW-SFLP 2016 SDGE Financing IOU Core/Statewide Residential Financing Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 742,361$ -$ -$ (258,219)$ -$ 484,142$ 37,255$ 51,138$ -$ $ 433,004 - - - - - - - - - - - - - - -

SDGE3298 SW-Med/Large OBR 2016 SDGE Financing IOU Core/Statewide Commercial Financing Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 77,860$ -$ -$ (15,789)$ -$ 62,071$ 37,113$ 54,994$ -$ $ 7,077 - - - - - - - - - - - - - - -

SDGE3299 SW-MMMFP OBR 2016 SDGE Financing IOU Core/Statewide Residential Financing Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 226,108$ -$ -$ (165,537)$ -$ 60,571$ 38,407$ 52,873$ -$ $ 7,698 - - - - - - - - - - - - - - -

SDGE3300 SW-Small Bus Lease OBR 2016 SDGE Financing IOU Core/Statewide Commercial Financing Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 69,229$ -$ -$ (8,077)$ -$ 61,152$ 37,110$ 54,978$ -$ $ 6,174 - - - - - - - - - - - - - - -

SDGE3301 SW-Small Bus Loan OBR 2016 SDGE Financing IOU Core/Statewide Commercial Financing Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 69,229$ -$ -$ (8,414)$ -$ 60,815$ 37,052$ 54,121$ -$ $ 6,694 - - - - - - - - - - - - - - -

SDGE3308 SW-ME&O 2016 SDGE Financing IOU Core/Statewide Cross Cutting Financing Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 1,379,962$ -$ -$ -$ -$ 1,379,962$ 15,535$ 234,033$ -$ $ 1,145,929 - - - - - - - - - - - - - - -

SDGE3312 Finance IT OBR 2016 SDGE Financing IOU Core/Statewide Cross Cutting Financing Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 647,634$ -$ -$ -$ -$ 647,634$ 62,137$ 983,690$ -$ $ (336,056) - - - - - - - - - - - - - - -

-$ -$ -$ -$ -$ -$ -$ -$ -$ $ - - - - - - - - - - - - - - - -

SDGE3249 SW C&S - Building Codes & Compliance Advocacy 2016 SDGE C&S IOU Core/Statewide Cross-cutting Codes and Standards Resource Deemed Impacts 0 -$ -$ -$ 337,407$ 14,306$ 323,101$ 314,689$ -$ 14,306$ (100,000)$ -$ 228,995$ 23,412$ 197,869$ -$ $ 31,125 143,000,000 144,811,596 144,811,596 12,067,633 - 33,207 28,098 28,098 2,342 - 600,000 998,037 998,037 83,170 -

SDGE3250 SW C&S - Appliance Standards Advocacy 2016 SDGE C&S IOU Core/Statewide Cross-cutting Codes and Standards Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 329,421$ -$ -$ 220,000$ -$ 549,421$ 34,130$ 168,549$ -$ $ 380,872 - - - - - - - - - - - - - - -

SDGE3251 SW C&S - Compliance Enhancement 2016 SDGE C&S IOU Core/Statewide Cross-cutting Codes and Standards Non-Resourc Not Applicable 0 -$ -$ -$ 129,720$ 19,800$ 109,920$ 293,208$ -$ 19,800$ (120,000)$ -$ 193,008$ 33,051$ 143,311$ -$ $ 49,697 - - - - - - - - - - - - - - -

SDGE3252 SW C&S - Reach Codes 2016 SDGE C&S IOU Core/Statewide Cross-cutting Codes and Standards Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 49,501$ -$ -$ -$ -$ 49,501$ (347)$ 36,345$ -$ $ 13,156 - - - - - - - - - - - - - - -

SDGE3253 SW C&S - Planning Coordination 2016 SDGE C&S IOU Core/Statewide Cross-cutting Codes and Standards Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 56,598$ -$ -$ -$ -$ 56,598$ (139)$ 51,818$ -$ $ 4,780 - - - - - - - - - - - - - - -

-$ -$ -$ -$ -$ -$ -$ -$ -$ $ - - - - - - - - - - - - - - - -

SDGE3260 Local-IDSM-ME&O-Local Marketing (EE) 2016 SDGE IDSM IOU Core/Statewide Cross-cutting Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 1,123,585$ -$ -$ 50,609$ -$ 1,174,194$ 343,036$ 1,143,168$ -$ $ 31,027 - - - - - - - - - - - - - - -

SDGE3261 Local-IDSM-ME&O-Behavioral Programs (EE) 2016 SDGE IDSM IOU Core/Statewide RESIDENTIAL Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 4,983,585$ -$ -$ (2,556,041)$ -$ 2,427,544$ 173,543$ 2,427,545$ -$ $ (1) 28,598,150 21,653,424 21,653,424 21,653,424 - - 29,527 29,527 29,527 - 530,250 647,498 647,498 647,498 -

SDGE3282 SW-IDSM-IDSM 2016 SDGE IDSM IOU Core/Statewide Cross-cutting Integrated Demand-Side Manag Non-Resourc Not Applicable 0 -$ -$ -$ 15,000$ 15,000$ -$ 395,958$ -$ 15,000$ (120,483)$ -$ 290,475$ 34,551$ 290,475$ -$ $ (0) - - - - - - - - - - - - - - -

-$ -$ -$ -$ -$ -$ -$ -$ -$ $ - - - - - - - - - - - - - - - -

SDGE3254 SW-WE&T-Centergies 2016 SDGE WET IOU Core/Statewide Cross-cutting Workforce Education and TraininNon-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 4,066,030$ -$ -$ (705,787)$ -$ 3,360,243$ 611,333$ 3,360,245$ -$ $ (1) - - - - - - - - - - - - - - -

SDGE3255 SW-WE&T-Connections 2016 SDGE WET IOU Core/Statewide Cross-cutting Workforce Education and TraininNon-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 834,000$ -$ -$ (37,937)$ -$ 796,063$ 194,227$ 796,063$ -$ $ (0) - - - - - - - - - - - - - - -

SDGE3257 SW-WE&T-Strategic Planning 2016 SDGE WET IOU Core/Statewide Cross-cutting Workforce Education and TraininNon-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 29,834$ -$ -$ (358)$ -$ 29,476$ (1,150)$ 29,476$ -$ $ (0) - - - - - - - - - - - - - - -

-$ -$ -$ -$ -$ -$ -$ -$ -$ $ - - - - - - - - - - - - - - - -

SDGE3313 Locational Energy Efficiency Program (LEE) 2016 SDGE Cross-cutting IOU Core/Statewide Cross-cutting Market Education Outreach Non-Resourc Not Applicable 0 -$ 37,236$ 37,236$ -$ 178,569$ -$ 37,236$ (114,443)$ -$ 101,361$ 4,744$ 101,362$ -$ $ (0) - - - - - - - - - - - - - - -

-$ -$ -$ -$ -$ -$ -$ -$ -$ $ - - - - - - - - - - - - - - - -

SDGE3288 CRM 2016 SDGE Cross-cutting IOU Core/Statewide Cross-cutting CRM Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 1,083,172$ -$ -$ -$ -$ 1,083,172$ 509,044$ 1,318,356$ -$ $ (235,184) - - - - - - - - - - - - - - -

HOPPs -$ -$ -$ -$ -$ -$ -$ -$ -$ $ - - - - - - - - - - - - - - - -

SDGE3315 HOPPs - Tiered Custom 2016 SDGE Cross-cutting IOU Core/Statewide Cross-cutting Customized Retrofit Resource Custom Impacts -$ -$ -$ -$ -$ -$ 1,130,356$ -$ -$ (1,130,356)$ -$ -$ -$ -$ -$ $ - 5,235,082 - - - - 579 - - - - 78,261 - - - -

SDGE3316 HOPPs - Business Equipment Early Retirement 2016 SDGE ERCIAL / INDUS IOU Core/Statewide Nonresidential Deemed Hardware Rebates Resource Deemed Impacts -$ -$ -$ -$ -$ -$ 445,333$ -$ -$ (445,333)$ -$ -$ 9,266$ 44,931$ -$ $ (44,931) 49,690 - - - - 38 - - - - 400 - - - -

SDGE3317 HOPPs - Building Retro-Commissioning 2016 SDGE ERCIAL / INDUS Third Party Implementor Nonresidential Retrocommissioning Resource Calculated Impacts -$ -$ -$ -$ -$ -$ 1,780,909$ -$ -$ (1,735,978)$ -$ 44,931$ 0$ (71)$ -$ $ 45,002 5,185,078 - - - - 20 - - - - 442,152 - - - -

SDGE3318 HOPPs - Multi Family 2016 SDGE RESIDENTIAL Third Party Implementor RESIDENTIAL Deemed Hardware Rebates Resource Deemed Impacts -$ -$ -$ -$ -$ -$ 1,694,676$ -$ -$ (1,693,652)$ -$ 1,024$ -$ -$ -$ $ 1,024 1,392,494 - - - - 88 - - - - 32,250 - - - -

SDGE3319 HOPPs - BES - To Code LED Fixtures 2016 SDGE Cross-cutting Third Party Implementor Cross-cutting Deemed Hardware Rebates Resource Deemed Impacts -$ -$ -$ -$ -$ -$ 1,098,182$ -$ -$ (1,098,182)$ -$ (0)$ -$ -$ -$ $ (0) 3,745,320 - - - - 489 - - - - 39,020 - - - -

- - - - - - - - -

SDGE3324 Water Energy Nexus (WEN) Pilots 2016 SDGE Cross-cutting IOU Core/Statewide Cross-cutting Water Energy Nexus (WEN) Pilots Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ -$ -$ -$ 250,000$ -$ 250,000$ -$ -$ -$ $ 250,000 - - - - - - - - - - - - - - -

- - - - - - - - -

-$ -$ -$ -$ -$ -$ -$ -$ -$ $ - - - - - - - - - - - - - - - -

SDGE3206 SW-CALS-Plug Load and Appliances-ARP 2016 SDGE RESIDENTIAL Third Party Implementor RESIDENTIAL Deemed Hardware Rebates Resource Deemed Impacts 0 -$ -$ -$ -$ -$ -$ 1,811,508$ -$ -$ (1,235,508)$ -$ 576,000$ -$ 576,000$ -$ $ - 3,591,900 1,615,394 1,615,394 - - 662 302 302 - - (78,660) (34,266) (34,266) - -

SDGE3211 Local-CALS - Middle Income Direct Install (MIDI) 2016 SDGE RESIDENTIAL Third Party Implementor RESIDENTIAL Deemed Hardware Rebates Resource Deemed Impacts 0 -$ -$ -$ -$ -$ -$ 983,319$ -$ -$ (670,652)$ -$ 312,667$ 50,222$ 312,667$ -$ $ 0 200,896 71,079 71,079 21,838 - 84 14 14 2 - 31,912 2,495 2,495 722 -

SDGE3212 SW-CALS – Residential HVAC-QI/QM 2016 SDGE RESIDENTIAL Third Party Implementor RESIDENTIAL Deemed Hardware Rebates Resource Deemed Impacts 0 -$ -$ -$ -$ -$ -$ 917,153$ -$ -$ 67,863$ -$ 985,016$ 109,137$ 985,016$ -$ $ - 114,929 81,944 81,944 74,837 - 53 55 55 52 - 1,026 1,953 1,953 1,655 -

SDGE3218 SW-COM-Customer Services-Audits Healthcare Energy Efficie 2016 SDGE COMMERCIAL Third Party Implementor COMMERCIAL Market Education Outreach Non-Resourc Not Applicable 0 -$ 425,220$ 211,883$ 213,337$ 767,961$ -$ 211,883$ (640,720)$ -$ 339,124$ 50,907$ 339,124$ -$ $ (0) - - - - - - - - - - - - - - -

SDGE3219 SW-COM-Customer Services-Audits Lodging Energy Efficienc 2016 SDGE COMMERCIAL Third Party Implementor COMMERCIAL Market Education Outreach Non-Resourc Not Applicable 0 -$ 348,695$ 281,010$ 67,685$ 827,258$ -$ 281,010$ (421,427)$ -$ 686,841$ 65,134$ 686,841$ -$ $ - - - - - - - - - - - - - - - -

SDGE3221 SW-COM-Calculated Incentives-RCx 2016 SDGE COMMERCIAL Third Party Implementor COMMERCIAL Customized Retrofit Resource Custom Impacts 1 -$ -$ -$ -$ -$ -$ 171,337$ -$ -$ 686,361$ -$ 857,698$ 272,475$ 811,706$ -$ $ 45,992 - 4,350,712 4,350,712 3,167,898 - - 159 159 84 - - 369,594 369,594 322,331 -

SDGE3224 SW-COM-Deemed Incentives-HVAC Commercial 2016 SDGE COMMERCIAL Third Party Implementor COMMERCIAL Deemed Hardware Rebates Resource Deemed Impacts 0 253,165$ 253,165$ -$ -$ -$ 2,663,580$ -$ -$ 64,838$ -$ 2,728,418$ 840,490$ 2,655,866$ -$ $ 72,552 1,823,126 4,835,002 4,835,002 2,551,424 - 1,193 2,687 2,687 1,470 - (109) (84,798) (84,798) (44,628) -

SDGE3226 SW-COM Direct Install 2016 SDGE COMMERCIAL Third Party Implementor COMMERCIAL Deemed Hardware Rebates Resource Deemed Impacts 0 -$ -$ -$ -$ -$ -$ 10,341,287$ -$ -$ (30,729)$ -$ 10,310,558$ 1,426,150$ 10,310,558$ -$ $ - 15,021,706 26,902,659 26,902,659 2,859,155 - 4,001 5,518 5,518 638 - (18,232) 17,408 17,408 3,712 -

SDGE3230 SW-IND-Customer Services-Audits CIEEP 2016 SDGE INDUSTRIAL Third Party Implementor INDUSTRIAL Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ 202,907$ 202,907$ -$ 302,337$ -$ 202,907$ (289,259)$ -$ 215,985$ (12)$ 215,985$ -$ $ (0) - - - - - - - - - - - - - - -

SDGE3235 SW-AG-Customer Services-Pump Test Services 2016 SDGE AGRICULTURAL Third Party Implementor AGRICULTURA Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 211,623$ -$ -$ (197,532)$ -$ 14,091$ 1,580$ 14,091$ -$ $ - - - - - - - - - - - - - - - -

SDGE3279 3P-Res-Comprehensive Manufactured-Mobile Home 2016 SDGE RESIDENTIAL Third Party Implementor RESIDENTIAL Deemed Hardware Rebates Resource Deemed Impacts 0 -$ -$ -$ -$ -$ -$ 3,816,472$ -$ -$ (59,165)$ -$ 3,757,307$ 144,883$ 3,719,214$ -$ $ 38,093 3,231,468 2,855,763 2,855,763 - - 1,399 1,228 1,228 - - (17,622) (11,574) (11,574) - -

SDGE3280 3P-IDEA 2016 SDGE Cross-cutting Third Party Implementor Cross-cutting Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 1,088,784$ -$ -$ (843,324)$ -$ 245,460$ 6,906$ 245,460$ -$ $ - - - - - - - - - - - - - - - -

SDGE3306 3P-Res Splash (Funded by IDEA) (1,395)$ -$ -$ $ - - - - - - - - - -

SDGE3307 3P - ZELDA 2016 SDGE COMMERCIAL Third Party Implementor COMMERCIAL Deemed Hardware Rebates Resource Deemed Impacts 0 -$ -$ -$ -$ -$ -$ 317,613$ -$ -$ (286,201)$ -$ 31,412$ 4,448$ 30,190$ -$ $ 1,222 2,160,148 - - - - 858 - - - - - - - - -

SDGE3309 Sustainable Labs Program 2016 SDGE COMMERCIAL Third Party Implementor COMMERCIAL Deemed Hardware Rebates Resource eemed and Custom Impac 0 -$ -$ -$ -$ -$ -$ 567,897$ -$ -$ (500,544)$ -$ 67,353$ 64,421$ 67,353$ -$ $ - - - - - - - - - - - - - - - -

SDGE3310 Multifamily Heat Pump Optimizer 2016 SDGE RESIDENTIAL Third Party Implementor RESIDENTIAL Deemed Hardware Rebates Resource Deemed Impacts 0 -$ -$ -$ -$ -$ -$ 186,982$ -$ -$ (186,982)$ -$ 0$ -$ -$ -$ $ 0 481,361 - - - - 137 - - - - - - - - -

SDGE3311 3P - Energy Advantage Program EAP 2016 SDGE COMMERCIAL Third Party Implementor COMMERCIAL Financing For Small Business Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 563,443$ -$ -$ (357)$ -$ 563,086$ 50,139$ 352,619$ -$ $ 210,467 - - - - - - - - - - - - - - -

SDGE3291 SW-Ind-Customer Services-Pump Test Services 2016 SDGE INDUSTRIAL Third Party Implementor INDUSTRIAL Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 231,189$ -$ -$ (184,067)$ -$ 47,122$ (41,216)$ 24,630$ -$ $ 22,492 - - - - - - - - - - - - - - -

SDGE3292 SW-Com-Customer Services-Pump Test Services 2016 SDGE COMMERCIAL Third Party Implementor COMMERCIAL Market Education Outreach Non-Resourc Not Applicable 0 -$ -$ -$ -$ -$ -$ 191,068$ -$ -$ 133,505$ -$ 324,573$ 102,662$ 196,769$ -$ $ 127,804 - - - - - - - - - - - - - - -

-$ -$ -$ $ - -

Subtotal 504,022$ -$ 504,022$ 12,271,023$ 6,915,133$ 5,355,889$ 108,817,434$ -$ 6,915,133$ 11,547,034$ 127,279,601$ 25,729,098$ 122,345,844$ 566,273$ $ 4,933,757 321,921,621 342,314,306 342,314,306 87,713,585 - 62,428 92,813 92,813 43,129 - 2,649,837 3,347,188 3,347,188 1,261,919 -

-$ -$ $ - -

SDGE3281 EM&V-Evaluation Measurement & Verification 2016 SDGE 1,286,869$ 75,951$ 1,210,917$ 8,138,553$ 2,205,716$ 5,932,837$ 4,658,311$ 75,951$ 2,205,716$ -$ 6,939,978$ 131,959$ 735,878$ $ 6,204,100 - - - - - - - - - - - - - - -

-$ $ - -

-$ $ - -

-$ $ - -

SDGE3259 SW-ME&O 52016 SDGE Market Education Outreach Not Applicable -$ -$ -$ -$ 2,973,000$ -$ -$ -$ 2,973,000$ 509,443$ 3,115,849$ $ (142,849) - - - - - - - - - - - - - - -

Energy Savings Assistance Program (ESA) -$ -$ -$ -$ $ - 5,723,386 3,446,861 3,446,861 354,733 - 1,025 405 405 40 - 331,283 249,582 249,582 25,593 -

UNSPENT UNCOMMITTED FUNDS -$ -$ -$ $ - - - - - - - - - - - - - - - -

1,790,891$ 75,951$ 1,714,939$ 20,409,576$ 9,120,849$ 11,288,727$ 116,448,745$ 75,951$ 9,120,849$ 11,547,034$ -$ 137,192,579$ 26,370,500$ 126,197,571$ 566,273$ 10,995,008$ 327,645,007 345,761,167 345,761,167 88,068,318 0 63,453 93,218 93,218 43,169 0 2,981,120 3,596,770 3,596,770 1,287,512 0

Rem

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Program ID

San Diego Gas & Electric Company Program Definition Table Past Cycle Committed Funds [1]

10

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Beg

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2016

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Program Name

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13

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2016

Rev

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P

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Op

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om

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SW CALSPREE

SW COMMERCIAL

Integrated Demand Side Management

SW Lighting

Local Partnerships

2016

Pro

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Pro

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Inst

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d S

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[3]

10

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Total Portfolio

SW INDUSTRIAL

LEE

CRM

Third Party Programs

SW AGRICUTRIAL

SW Emerging Technologies

SW Finance

SW Codes and Standards

SW Workforce Education and Training

2016

Pro

gra

m

Pro

ject

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Gas Savings (Gross Annual Therms)Demand Reduction (Gross Summer Peak kW)

20

16

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Energy Savings (Gross Annual kWh)

2016

Pro

gra

m

Exp

end

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res

(Rep

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Un

inst

alle

d S

avin

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2016

Pro

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Pro

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Inst

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d S

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(Yea

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Inst

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[3]

San Diego Gas & Electric Company2016 Monthly Energy Efficiency Program ReportReport Month: December 2016

Data do include Codes and Standards, but do not include Low Income Energy Efficiency.

Table 2: 2016 San Diego Gas & Electric Company Portfolio Costs2016 Adopted Portfolio Budget 116,448,745$ 2016 Revised Portfolio Budget (Includes Unspent Carryover Funds) 137,192,579$ Portfolio Expenditures (Year-to-Date) 126,197,571$ Portfolio Expenditures (Report Month) 26,370,500$ Portfolio 2016 Incentive Commitments (Year-To-Date) 566,273$

Table 3: 2016 San Diego Gas & Electric Company Portfolio Impacts - Annual

Annual Goals (D.15-10-028)

Annual Installed Savings

(Year-to-Date)

Annual Installed Savings

(% of Annual Goals)2016 2016 2016

Energy Savings (Gross Annual kWh) 324,000,000 345,761,167 107%Demand Reduction (Gross Summer Peak kW) 57,000 93,218 164%Gas Savings (Gross Annual Therms) 3,200,000 3,596,770 112%

Table 4: 2016 San Diego Gas & Electric Company Portfolio Impacts - Aggregated End Use - Year to Date


Demand Reduction (Gross Summer Peak

kW)Gas Savings (Gross

Annual Therms)

Residential 72,579,591 38,517 869,446 Appliances 3,695,236 659 (23,436) Consumer Electronics - - - Cooking Appliances - - - HVAC 25,567,345 32,385 802,880 Lighting 37,978,793 3,814 (617,889) Pool Pump 5,206,368 1,637 - Refrigeration - - - Water Heating 131,849 23 707,891 Other - - -

Nonresidential 124,923,119 26,198 1,479,705 HVAC 29,757,264 6,583 1,267,445 Lighting 88,627,183 19,161 (245,715) Office 241,315 1 13,058 Process 1,332,918 144 46,647 Refrigeration 2,489,967 240 (5,464) Other 2,474,473 69 403,733

Energy Assistance Savings Program 3,446,861 405 249,582 Codes & Standards 144,811,596 28,098 998,037 Total Energy Efficiency Portfolio 345,761,167 93,218 3,596,770

Table 5: 2016 San Diego Gas & Electric Company Portfolio Impacts - Market Sector Year to Date


Demand Reduction (Gross Summer Peak

kW)Gas Savings (Gross

Annual Therms)

Residential 72,579,591 38,517 869,446 Single Family 66,433,002 36,642 862,871 Multi Family 3,290,825 647 18,149 Mobile Homes 2,855,763 1,228 (11,574)

Nonresidential 124,923,119 26,198 1,479,705 Commercial 121,268,908 25,486 1,311,991 Industrial 3,332,911 647 48,434 Agricultural 321,301 65 119,280

Energy Assistance Savings Program 3,446,861 405 249,582 Codes & Standards 144,811,596 28,098 998,037 Total Energy Efficiency Portfolio 345,761,167 93,218 3,596,770