Marketing, Education, and Outreach Section – EM&V Plan V.7 CPUC – Energy Division Opinion Dynamics October 13, 2016

Agenda 1. Introductions 2. Discussion of updates to 2013-2015 Master Evaluation Plan for ME&O, including status of current evaluation studies (Opinion Dynamics) 3. Proposed new areas of research 4. Questions and Next Steps

Introductions The current Marketing, Education and Outreach (ME&O) team includes the following organizations and individuals: Organization Role Contact Energy Division, California Public Utilities Commission (CPUC) CPUC Study Lead Rory Cox Advisor to the CPUC EM&V Advisor Ralph Prahl Opinion Dynamics Roadmap Lead Tami Buhr Overall Project Director Hannah Arnold Cross-Cutting Process Lead Olivia Patterson Finance ME&O Lead Megan Campbell Aliso Canyon ME&O Lead Ellen Steiner ME&O Research Roadmap Update

Overview of Changes for Version 7 of the Research Plan Changes to 2013-2015 studies focused largely on: Updating project status and expected completion dates Documenting high-level results for completed studies Adding new ME&O research studies funded under other roadmaps Revisions were also made to study ideas for 2016 and beyond ME&O Research Roadmap Update

Study Timelines and Status – Completed Studies Study Title Budget Status Completion Date Statewide Verification & Effectiveness Early Coordination/ Consulting on PPMs $49,000 Complete Feb. 2014 Baseline and Initial Data Collection $175,000 Sept. 2014 Verification and Integrated Effectiveness Study $650,000 April 2016 Climate Credit Climate Credit Study $100,000 Cross-Cutting Process Upfront Review of Past SW Research $50,000 Jan. 2015 Start-Up Background Research and Scoping July 2015 ME&O Research Roadmap Update

Study Timelines and Status – Pending Studies Study Title Budget Status Completion Date Cross-Cutting Process Cross-Cutting Process Assessment $800,000 Reporting November 2016 Finance ME&O Finance ME&O Study $402,000 Underway Q4 2017 Other ME&O Studies Aliso Canyon ME&O $310,000 Q1 2017 ME&O Research Roadmap Update

Research Proposals– 2017 and Beyond 1. ME&O of Rate Structure Change D.15-07-001 introduced new rate tier structure Coming years will bring new time of use rates CPUC is working with IOUs and CSE on ME&O regarding rates (and what consumers can do) Energy Division proposes cross-cutting study on these activities. 7

Changes in ME&O and EE New implementer for Statewide Marketing, Education and Outreach Rolling portfolio cycle and 10 year business plans Non-EE changes: EVs, DERs, rates Commission wants greater integration, a 5 year roadmap, 1 year implementation plans. 8

Research Proposals– 2016 and Beyond Proposed Process Study for ME&O The RFP process The transition of Energy Upgrade California from CSE to DDB The 5-year and 1-year planning process The level and quality of integration and leveraging of resources between Energy Upgrade California and the program administrators. The marketing components of the IOU 10-year business plans Compliance of the 5 year and 1 year plans with SB 350 goals. 9

Questions or Comments? Send written comments to the email address below by 5 PM October 26, 2016. Rory Cox Rory.cox@cpuc.ca.gov or 415-703-1093