© 2002 San Diego Gas and Electric Co. and Southern California Gas Company. All copyright and trademark rights reserved. Implementation of SDG&E’s & SoCalGas’ 2009 – 2011 LIEE and CARE Program Low-Income Oversight Board Meeting June 25, 2009 San Diego, CA

Initiatives Driving the SDG&E & SoCalGas LIEE Programs Fully support the programmatic initiative: “By 2020, 100% of eligible and willing customers will have received all cost effective Low Income Energy Efficiency measures. “ Increase collaboration among and leveraging of other low-income programs and services Integrate LIEE programs with energy efficiency and other demand-side management programs Focus programs on customers with high energy use, burden, and insecurity while continuing to serve all eligible low-income populations

LIEE Program Units/Budgets Goal 20,384 Treated 13,074 20,804 6,579 Expended/Budget$11,983,364$16,420,247$21,184,009 $20,327,606 SDG&E

LIEE Program Units/Budgets Goal 110, ,540145,874 Treated 44,176 58,800 22,422 Expended/Budget$27,097,166$34,662,899$62,571,908$76,872,816$78,256,269 SoCalGas

SDG&E LIEE Program Update

SoCalGas LIEE Program Update

SDG&E Leveraging as of May 31, 2009 SDG&E is currently working with the three LIHEAP agencies serving San Diego and Southern Orange County to develop a leveraging platform Several issues are still pending, including data sharing, data entry and fee schedules SDG&E will provide an update once negotiations are completed

SoCalGas Leveraging as of May 31, 2009 SoCalGas continues to meet with several non-IOU utilities that provide electric and water services to SoCalGas customers to identify opportunities to leverage one another’s low-income energy efficiency programs SoCalGas and Imperial Irrigation District (IID) have completed an agreement to administer low-income services for SoCalGas LIEE measures and the IID Residential Energy Assistance Program Upon installation of measures, SoCalGas will invoice IID for the proper measures and fees

SoCalGas Leveraging SoCalGas continues to work with Burbank Water & Power on an agreement to provide low-income measures to customers who reside in their over- lapping territories This agreement will provide customers with a comprehensive bundle of measures including gas, electric and water In May, SoCalGas met with Pasadena Water & Power (PW&P) to identify opportunities where both utilities could serve their joint low-income customers at the same time SoCalGas would provide low-income energy efficiency measures to customers who reside in their overlapping territories

SoCalGas Leveraging SoCalGas has initiated talks with the Los Angeles Department of Water and Power (LADWP), Glendale Water and Power, the Housing Authority of the City of Los Angeles (HACLA), City of Anaheim, Central Basin Municipal Water District, Los Angeles County and others to identify opportunities to reduce costs and leverage energy efficiency and water conservation efforts

Integration – SDG&E - May 31, 2009 SDG&E received referrals from the Customer Call Center (CCC) and the LIEE program to achieve the following CARE enrollments: 1,145 enrollments from the CCC 276 enrollments through LIEE SDG&E has entered into a contract with the contractor responsible for the Energy Efficiency Mobile Home program to also provide all LIEE measures to LIEE eligible customers. This should expedite the treatment of LIEE homes in mobile home parks

Integration – SoCalGas - May 31, 2009 SoCalGas received referrals from the CCC and the LIEE program to achieve the following CARE enrollments: 5,161 enrollments from the CCC 1,112 enrollments through LIEE

Whole Neighborhood Approach

Whole Neighborhood Approach – SDG&E SDG&E’s Whole Neighborhood Approach (WNA) was developed in early 2009 using Census and PRIZM code data to identify neighborhoods that have a high potential for LIEE eligibility To contact these potential customers, SDG&E is implementing a comprehensive direct marketing plan which will includes direct mail, automated outbound calling and door-to-door canvassing This three tiered approach is designed to heighten program awareness and generate referrals from the customers targeted to be served

Whole Neighborhood Approach – SDG&E Whole Neighborhood Approach San Diego Gas & Electric May 2009 Neighborhood (County, Zip code, Zip+7 etc.) Targeted 1 Total Residential Customers 2 Total Estimated Eligible 3 Total Treated Total Treated YTD Spring Valley (zip code ) Spring Valley (zip code ) El Cajon (zip code ) El Cajon (zip code ) El Cajon (zip code ) El Cajon (zip code ) El Cajon (zip code ) El Cajon (zip code ) El Cajon (zip code ) El Cajon (zip code ) El Cajon (zip code ) El Cajon (zip code ) El Cajon (zip code ) Fallbrook (zip code ) Fallbrook (zip code ) Lakeside (zip code ) San Marcos (zip code ) San Marcos (zip code ) San Diego (zip code ) San Diego (zip code )

Whole Neighborhood Approach – SoCalGas SoCalGas’ WNA was developed using Census and PRIZM code data along with CARE status, climate zone and Zip 9 information to identify neighborhoods that have a high potential for LIEE eligibility The initial data query excluded any homes that had previously received LIEE measures or that fell outside the targeted “neighborhood”

Whole Neighborhood Approach – SoCalGas SoCalGas worked with Community Action Partnership of Orange County (CAPOC) to identify 1,084 potential LIEE customers CAPOC used this data for a “Weatherization Walk” event, sponsored by Senator Lou Correa, to canvass the targeted neighborhood This event produced 6 enrollments for the LIEE program SoCalGas sponsored a WNA with Avalon-Carver and Reliable Energy on May 2 nd The defined “neighborhood” identified 3,008 potential LIEE customers in Wilmington Marketing and outreach in the neighborhood resulted in 261 enrollments and 55 same-day appointments for primary weatherization services SoCalGas sponsored a WNA with The East Los Angeles Community Union (TELACU) between May 14 th – May 19 th 878 potential LIEE customers were identified in La Habra Marketing and outreach resulted in 78 enrollments and 21 same-day appointments for primary weatherization

Whole Neighborhood Approach – SoCalGas Whole Neighborhood Approach Southern California Gas Company May 2009 ABCDE Neighborhood (County, Zip code, Zip+7 etc.) Targeted Total Residential Customers Total Estimated Eligible Total Treated Total Treated YTD Anaheim (zip code 92801) – CAPOC 1,811 1, Wilmington (zip code 90744) – REMCO 6,994 3, La Habra / La Habra Heights (zip code 90631) – TELACU 1,

WeCARE Updates

WeCARE Events – SDG&E SDG&E partnered with the California Public Utilities Commission (CPUC) and the Urban League of San Diego and Workforce Partnership to assist over 5,000 local residents at the San Diego Career Opportunity Exchange and WeCARE California Resource Fair Pre-event coverage included an article in the San Diego Union Tribune, a “Community Spotlight” interview to discuss the event on SignOnRadio, public service announcements on several radio stations, flyers which directed customers to a new website for more information about WeCARE and postcards mailed to customers identified as having a high potential for CARE eligibility

WeCARE Events – SDG&E Event day media coverage included live interviews during the morning newscasts inviting viewers to the event, television coverage by KBNT 17 Univision, KGTV 10 ABC, KNSD NBC, Fox 5 San Diego, Urban Broadcast News Network, Radio Latina, Frontera Newspaper and many more The event targeted job seekers and featured information about customer assistance programs such as CARE, LIEE and bill assistance Local community based organizations (CBOs) and local companies also attended to create a “one-stop shop” for employment, financial and community services and aid

WeCARE Events – SDG&E 22 CBOs participated and sponsored by SDG&E 5,000 attendees; 1,500 questions addressed at SDG&E’s Customer Assistance booth; 1,200 Home Energy and Water-Saving Kits given away; 175 CARE applications received; 84 CARE enrollments achieved; 61 CARE re-certifications achieved; 188 LIEE referrals received with 134 eligible; and 2 FERA enrollments achieved

SoCalGas partnered with the CPUC, PG&E, SCE, LADWP, IID and local CBOs in a week long series of resource fairs that featured information about CARE and LIEE customer assistance programs as well as financial and community services Pre-event efforts included meeting with elected officials; newspaper, radio and TV ads in selected markets; press releases, media interviews, passing out flyers and postcards and teaming with key non- profit organizations to ensure all customer in need could receive assistance as soon as possible WeCARE Events - SoCalGas

SoCalGas participated in several WeCARE events: April 20 th - WeCARE California Bakersfield Resource Fair was attended by Commissioner Dian Grueneich, local politicians and executives from SoCalGas, PG&E and SCE Approximately 600 residents attended and received information on the utility assistance programs April 24 th - WeCARE California Los Angeles Resource Fair was attended by the CPUC, executives from LADWP, SoCalGas and the Los Angeles Unified School District Approximately 1,000 residents attended and received information on the utility assistance program April 25 th WeCARE California El Centro Resource Fair and Imperial County’s Children’s Fair was attended by the CPUC, IID and SoCalGas Over 20,000 residents from nearby communities attended Attendees received information and assistance on utility programs, personal finances, and a myriad of social programs from over 80 exhibitors Local television stations aired the event during their morning and evening broadcasts and included SoCalGas’ website information to assist customer in obtaining information on all of SoCalGas’ programs and services WeCARE Events - SoCalGas

CARE Updates

CARE Program Enrollments/Goals 2007 – 2011 as of May 31, Enrollment Goal* 260, ,648314,671 Enrolled 229, , ,027 SDG&E.*Revised enrollment numbers to reach the Commission ordered goal of 90% penetration

CARE Program Enrollments/Goals 2007 – 2011 as of May 31, Enrollment Goal* 1,515,0361,576,8271,623,953 Enrolled1,332,6141,435,398 1,493,227 SoCalGas.*Revised enrollment numbers to reach the Commission ordered goal of 90% penetration

CARE Enrollments & Penetration Rates as Of May 31, 2009

CARE Outreach Activities for May – SDG&E Provided information about SDG&E’s low-income programs at the following events: Healing Arts Festival Native American Cultural Festival “Even Start” Weekly Literacy Class “Second Chance” Community Resource Fair San Diego “Community Cares” Information Fairs SDG&E Lighting Exchange, Energy & Water-Saving Kit Giveaway Events

CARE Outreach Activities for May – SoCalGas Provided information about SoCalGas’ low-income programs at the following events: Sabor a Mexico, Anthony Community Center City of La Habra Prayer Breakfast Riverside County Economic / Workforce Development Management Briefing City of Bradbury May Day Emergency Preparedness Fair Neighborhood United KMVN-FM Exitos 93.9 – Radio interview with Host Juan Gonzalez Senior Center Open House in La Puente “An Answer to a Weak Economy” event Calexico Mayor’s Seminar for Customers in Danger of Foreclosure Literacy, Art, Culture, Education & Recreation (LACER) Afterschool Program 15 th Annual Senior Information and Referral Fair Covina Health & Safety Fair City of Gardena Environmental Fair

2009 Program Updates Detailed information about the WeCARE and other outreach efforts and about CARE and LIEE program achievements can be found in SDG&E’s and SoCalGas’ Monthly Reports