1. SCCAP is a program of Strategic Energy Innovations “PG&E” refers to Pacific Gas and Electric Company. A subsidiary of PG&E Corporation. © 2012 Pacific Gas and Electric Company. All rights reserved. Partner Training #3: Preparing For The Transition

2. SCCAP is a program of Strategic Energy Innovations “PG&E” refers to Pacific Gas and Electric Company. A subsidiary of PG&E Corporation. © 2012 Pacific Gas and Electric Company. All rights reserved.

3. Agenda

4. SCCAP is a program of Strategic Energy Innovations “PG&E” refers to Pacific Gas and Electric Company. A subsidiary of PG&E Corporation. © 2012 Pacific Gas and Electric Company. All rights reserved. Reflections Support Team AmeriCorps Members Training Skills learned through PG&E classes CA legislation and how it funnels down to a local level Energy (experience with Encore Fellow) Software Led out of the dark and into the light!

5. SCCAP is a program of Strategic Energy Innovations “PG&E” refers to Pacific Gas and Electric Company. A subsidiary of PG&E Corporation. © 2012 Pacific Gas and Electric Company. All rights reserved. Reflections Encore Fellow

6. SCCAP is a program of Strategic Energy Innovations “PG&E” refers to Pacific Gas and Electric Company. A subsidiary of PG&E Corporation. © 2012 Pacific Gas and Electric Company. All rights reserved.

7. Preparing for Transition Discussion SCCAP-IP Timeline Energy Action Plans Quarterly Reports Reinvestment Mechanisms

8. SCCAP is a program of Strategic Energy Innovations “PG&E” refers to Pacific Gas and Electric Company. A subsidiary of PG&E Corporation. © 2012 Pacific Gas and Electric Company. All rights reserved. Preparing for Transition Discussion Identify Responsible Staff Who’s taking charge? Who can help? Adoption of Tools Free VS Paid Time investment

9. SCCAP is a program of Strategic Energy Innovations “PG&E” refers to Pacific Gas and Electric Company. A subsidiary of PG&E Corporation. © 2012 Pacific Gas and Electric Company. All rights reserved.

10. ? Necessary and Ideal Tasks Energy Action Planning Tracking Projects Model Energy Monitoring Policies and Procedures Bill Verification Bill Tracking Other Reporting Tasks Quarterly Reporting Reinvestment Mechanism

11. SCCAP is a program of Strategic Energy Innovations “PG&E” refers to Pacific Gas and Electric Company. A subsidiary of PG&E Corporation. © 2012 Pacific Gas and Electric Company. All rights reserved. Energy Action Plan (EAP) Baseline and Current Conditions Goals Strategy to Achieve Goals Municipal Facility Retrofit Opportunities Funding – Relevant Incentive Programs and Strategies

12. SCCAP is a program of Strategic Energy Innovations “PG&E” refers to Pacific Gas and Electric Company. A subsidiary of PG&E Corporation. © 2012 Pacific Gas and Electric Company. All rights reserved. Track Projects

13. SCCAP is a program of Strategic Energy Innovations “PG&E” refers to Pacific Gas and Electric Company. A subsidiary of PG&E Corporation. © 2012 Pacific Gas and Electric Company. All rights reserved.

14. Questions, issues, comments…

15. SCCAP is a program of Strategic Energy Innovations “PG&E” refers to Pacific Gas and Electric Company. A subsidiary of PG&E Corporation. © 2012 Pacific Gas and Electric Company. All rights reserved. http://www.pge.com/ Model Energy Monitoring Policies and Procedures

16. SCCAP is a program of Strategic Energy Innovations “PG&E” refers to Pacific Gas and Electric Company. A subsidiary of PG&E Corporation. © 2012 Pacific Gas and Electric Company. All rights reserved. Bill Tracking Start-Up Assign Responsibility Verify Bills Train Staff

17. SCCAP is a program of Strategic Energy Innovations “PG&E” refers to Pacific Gas and Electric Company. A subsidiary of PG&E Corporation. © 2012 Pacific Gas and Electric Company. All rights reserved. Bill Tracking and Usage Validation Tier 1 Tier 2 Tier 3 Tier 4 Tier 5 Record energy use and cost data every month, report anomalies Compile Quarterly Report, share with departments Perform specific facility analyses Create annual report Compare progress with goals

18. SCCAP is a program of Strategic Energy Innovations “PG&E” refers to Pacific Gas and Electric Company. A subsidiary of PG&E Corporation. © 2012 Pacific Gas and Electric Company. All rights reserved.

19. Other Tasks Rate Options

20. SCCAP is a program of Strategic Energy Innovations “PG&E” refers to Pacific Gas and Electric Company. A subsidiary of PG&E Corporation. © 2012 Pacific Gas and Electric Company. All rights reserved. Questions, issues, comments…

21. SCCAP is a program of Strategic Energy Innovations “PG&E” refers to Pacific Gas and Electric Company. A subsidiary of PG&E Corporation. © 2012 Pacific Gas and Electric Company. All rights reserved. Quarterly reports… Changes in conditions and consumption Demonstrates EnergyCAP Express export capabilities Track costs and savings- quantify effects of projects

22. SCCAP is a program of Strategic Energy Innovations “PG&E” refers to Pacific Gas and Electric Company. A subsidiary of PG&E Corporation. © 2012 Pacific Gas and Electric Company. All rights reserved. Reinvestment mechanism… Funding for municipal projects Starts with initial SEED fund Utilize savings for new projects Meet environmental and financial goals Benefit to the community

23. SCCAP is a program of Strategic Energy Innovations “PG&E” refers to Pacific Gas and Electric Company. A subsidiary of PG&E Corporation. © 2012 Pacific Gas and Electric Company. All rights reserved. Questions, issues, comments…

24. SCCAP is a program of Strategic Energy Innovations “PG&E” refers to Pacific Gas and Electric Company. A subsidiary of PG&E Corporation. © 2012 Pacific Gas and Electric Company. All rights reserved.

25. Lessons Learned and Best Practices Mislabeled Accounts Lack of records Communication Breakdowns Complicated Metering Situations It’s an Ongoing Process

26. SCCAP is a program of Strategic Energy Innovations “PG&E” refers to Pacific Gas and Electric Company. A subsidiary of PG&E Corporation. © 2012 Pacific Gas and Electric Company. All rights reserved. “Staff capacity and knowledge. Staff have divided job responsibilities and are unable to dedicate the amount of time necessary to compile, collate, and analyze energy data, much less pursue energy efficiency and/or clean energy projects.” - Maria Sanders, City of El Cerrito We all know the challenges… “Lack of staffing… I think there is a big learning curve and staff just needs to put the time in at the beginning and it should be easier.” - Karineh Samkian, City of San Pablo “Funding and Staffing.” - Kevin Jackson, City of Piedmont

27. SCCAP is a program of Strategic Energy Innovations “PG&E” refers to Pacific Gas and Electric Company. A subsidiary of PG&E Corporation. © 2012 Pacific Gas and Electric Company. All rights reserved. How can we move forward anyway… ?

28. SCCAP is a program of Strategic Energy Innovations “PG&E” refers to Pacific Gas and Electric Company. A subsidiary of PG&E Corporation. © 2012 Pacific Gas and Electric Company. All rights reserved. Moving Forward How can PG&E help?

29. SCCAP is a program of Strategic Energy Innovations “PG&E” refers to Pacific Gas and Electric Company. A subsidiary of PG&E Corporation. © 2012 Pacific Gas and Electric Company. All rights reserved.

30. Startup 9/11-12/11 Team Training MOU development Data Collection 10/11-2/12 Baseline Reports Site Assessments Training 11/11 – 6/12 Energy Management Tools Transition Original Timeline Research 2/12-5/12 Energy Monitoring Procedures and Policies Reinvestment Mechanism Reporting 2/12 – 6/12 Quarterly Reports Energy Action Plans Dissemination 4/12-12/12 Workshops Resources

31. SCCAP is a program of Strategic Energy Innovations “PG&E” refers to Pacific Gas and Electric Company. A subsidiary of PG&E Corporation. © 2012 Pacific Gas and Electric Company. All rights reserved. Timeline for the remainder of the program

32. SCCAP is a program of Strategic Energy Innovations “PG&E” refers to Pacific Gas and Electric Company. A subsidiary of PG&E Corporation. © 2012 Pacific Gas and Electric Company. All rights reserved. Dissemination Activities & Timing 2 Regional Workshops - Q3 2012 1 Webinar – Q4 2012 Distribute resources through networks – Q3, Q4 2012

33. SCCAP is a program of Strategic Energy Innovations “PG&E” refers to Pacific Gas and Electric Company. A subsidiary of PG&E Corporation. © 2012 Pacific Gas and Electric Company. All rights reserved. Sustaining SCCAP Goals Information and resource sharing Leverage SCCAP for funding Recruit other Cities? Locally Ongoing forum Monthly or quarterly meetings Leverage dissemination activities of IP JPA? Statewide LGC SCCAN Defining participation What? How? Who will be involved and who will facilitate?

34. SCCAP is a program of Strategic Energy Innovations “PG&E” refers to Pacific Gas and Electric Company. A subsidiary of PG&E Corporation. © 2012 Pacific Gas and Electric Company. All rights reserved.

35. Nick Hein Liz Jones Frank DiMassa Eun Soo Lim Kif Scheuer