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

2. Agenda
1. Introductions 2. Discussion of updates to 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

3. 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

4. Overview of Changes for Version 7 of the Research Plan
Changes to 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

5. 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

6. 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

7. Research Proposals– 2017 and Beyond
1. ME&O of Rate Structure Change
D 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

8. 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

9. 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

10. Questions or Comments?
Send written comments to the address below by 5 PM October 26, Rory Cox or