2016 EM&V Roadmap Update Emerging Technologies Program chapter Cathy Fogel (ED) & Olivia Paterson (Op Dy) And IOU staff, Oct 12, 2016 For presentation, see: http://www.energydataweb.com/cpuc/search.aspx

Emerging Technologies Program Overview Table A. 2015-2016 IOU Emerging Technology Program Overview Utility 2015 Budget 2016 Budget Southern California Edison $10,768,180 $10,768,179 Pacific Gas and Electric $5,959,297 $6,292,076 San Diego Gas and Electric $1,357,000 $1,370,000 Southern California Gas $1,272,335 Total $19,356,812 $19,702,660 Emerging Technologies Subprograms: Technology Development Support (includes TRIO and market/behavioral studies) Technology Assessments (TAs, demonstrations, Test Center) Technology Introduction Support Scaled field placements Demonstrations TRIP solicitations

2013-15 ETP Research Budgets 2013-2015 Study Title Study Manager WO Number Budget Status Completion Date   Impact N/A Process PY2013-2014 ETP Targeted Effectiveness Study ED ED_O_ETP_1 ED_O_ETP_2 $391,222 Complete November 30, 2015 2013-2014 Study of the California Utility Internal Measure Development Process IOUs $185,000 August 31, 2015 2013-2014 Statewide Emerging Technologies Program (ETP) Third Party Introduction Tactic Process Evaluation $80,000 December 17, 2015 Total (2013-14) (ED & IOUs) $656,222 2015 Targeted Effectiveness Study $391,000 In Planning TBD PY2015 Technology Development Support Process Evaluation IOU 120,000 June 2017 Total (2015) (ED & IOUs) $511,000

2016-17 ETP Research Budgets Next slides: Total (2016-2017) Process Evaluations   Energy Division $104,792 $209,584 IOUs/PAs $0 $100,000 Total (2016-17) (ED & IOUs) $204,792 $309,584 Next slides: Findings and Recommendations from 2013-14 study (ED) Draft Scope of 2015 study (ED) Questions for discussion and input

2013-14 Targeted Effectiveness Study Findings (ED) IOUs met PIP objectives portfolio & CEESP 122 measures to portfolio; 2% of ex-ante savings Aligned with CEESP, but metrics aren’t sufficient for tracking long term (MT) impact Tracking challenges hamper ability to track savings impacts; but are there! ETP a “leader” with broad array of tactics Focus on technical readiness (2/3s of projects) Need to improve market readiness efforts Uses a broad array of tactics, but Strategic focus needed: tactic selection Info dissemination good: 50% of surveyed use website Submission link hard to find

Effectiveness Study Recommendations (1) Adjust PPM and PIP Objectives to measure program effectiveness technology metrics (not project)? Actual vs. technical potential for measures transferred? Improve: project status, adoption and measure transfer Clarify annual and cumulative reporting Ensure correct measure code use Improve tracking in custom projects Pilot a SW “strategic technology plan” Shift to technology-level focus Increase: SW; tactics market readiness Start with 1 technology (5% budget) 4. Increase attention to market barriers Practices not consistent nor systematic 5. Improve ETCC website navigability & content

2015 Targeted Effectiveness Study (ED) draft options Assess success in implementing new tracking approaches in 2014-15 Tracking comprehensive technology support Clarify annual and cumulative reporting Ensure correct measure code use Improve tracking in custom projects Continue to assess scanning and screening efforts Ensure screening tools appropriate for tactics Evaluate project choices re screening / selection Strategic Technology Plan pilot Status? Need to focus more, and systematically, on market barriers and technology supply support, for MT purposes

ETP Study Needs for 2016 and Beyond? ETP moving to SW administration What issues or needs have not been recently covered? What is likely to come out of the business plans to anticipate study needs? Are there other triggers creating study needs? Funds available: IOU Earmarked $100K / year; ED has $391 K (2015) + $105 K/ year