1. Noel Crisostomo & Adam Langton Energy Division- Emerging Procurement Strategies California Public Utilities Commission CPUC Auditorium, July 23, 2014 (Revised August 1, 2014) 1 Plug-In Electric Vehicle Sub-Metering Pilot Preparation Meeting

2. Agenda 2 Time (pm)ObjectivePerson, Organization 1:00-1:15Administrative ItemsCPUC 1:15-1:35Regulatory History, Market Snapshot Policy Objectives Pilot principles, goals, & evaluation Noel Crisostomo, CPUC 1:35-2:45Pilot Life Cycle Processes Timelines IE Solicitation Corey Mayers, PG&E Chetna Nanjappa, SCE JC Martin, SDG&E 2:45-3:00Q & A (open, but priority to MDMAs)All 3:00-4:00Optional / Contingency TimeAll

3. Administration & Safety Bathrooms & fountain across the Lobby In case of an Emergency – Call 911 – Exits are located at the rear of Auditorium. Continue through Courtyard, down the steps and to the right, cross the street southward to meet in front of War Memorial Building. – Follow Energy Division staff 3

4. Remote Participation ------------------------------------------------------- Meeting information ------------------------------------------------------- Topic: Plug-In Electric Vehicle Submetering Pilot Date: Wednesday, July 23, 2014 Time: 1:00 pm, Pacific Daylight Time (San Francisco, GMT-07:00) Meeting Number: 740 094 313 Meeting Password: vehicle ------------------------------------------------------- To start or join the online meeting ------------------------------------------------------- Go to https://van.webex.com/van/j.php?MTID=mccd53313ad08748a6160cdc8a7bb3afb ------------------------------------------------------- Teleconference information ------------------------------------------------------- Call-in: 866-778-0461 participant passcode: 3664376 https://van.webex.com/van/j.php?MTID=mccd53313ad08748a6160cdc8a7bb3afb 4

5. Ground Rules When asking questions, please wait to be identified, and state your name and organization (into a microphone for remote participants). Remote participants: – Remain on mute unless identified. – Use the Raise Hand feature. Limit questions to clarify content on the current slide. Question & answer sessions will be held after each respective speaker. Hold discussion for follow-ups since certain IOU representatives have limited time here. 30-second stretch breaks every 30-minutes 5

6. Introductions Introduce – Name – Organization Indicate whether you are an MDMA or other – Position Start in the room, then online: 6

7. Today’s Objectives Understand from a regulatory perspective: – CPUC actions in pursuit of PEV Submetering. – The structure and goals for the Submetering Pilots Clarify the key interactions between the IOU, MDMA, and Customer: – Processes to enroll customers, exchange data to complete subtractive/submetered billing, disburse incentive payments, and more – Assist the customer in filling out a complete and accurate enrollment form on the first attempt – Describe life cycle of the EV Submetering Pilot Program in its entirety and recognize key trigger points – Define data reporting requirements and submeter reading data obligations – Describe the incentive payment process – Know who their point of contact would be for each IOU for specific processes 7

8. Regulatory and Policy Imperatives Adopt rules “to develop infrastructure sufficient to overcome any barriers to the widespread adoption and use of plug-in hybrid and electric vehicles…” 1.5 Million Zero Emission Vehicles by 2025 80% Reduction in Transportation GHG by 2050 Changing California’s transportation sector to one dominated by zero emission vehicles, powered by electricity and hydrogen, is essential to meeting federal air quality standards and long-term climate goals. Senate Bill 626 (2009) & P.U. Code 740.2 Gov. Brown’s Executive Order B-16-2012 Air Resources Board’s 2014 Scoping Plan

9. Submetering Policy Timeline DateEvent July 2011Commission approves D.11-07-029 in AFV R.09-08-009 October 2011Energy Division holds Workshop January 2012IOUs submit Roadmap Report with 17 scenarios January 31, 2012ALJ requests parties to address Qs on the Roadmap Report July 30, 2012Deadline to submit Submetering Protocol (Original) October 1, 2012IOUs submit Draft Strawman for PEV Submetering Protocol October 22, 2012EVSP Coalition submits letter to CPUC protesting IOU Strawman January 8, 2013Energy Division holds Workshop on 2-Phase Pilot Proposal March 25, 2013Energy Division’s 2-Phase Pilot Proposal sent via ALJ Ruling July 30, 2013Deadline to submit Submetering Protocol (Extension 1) December 31, 2013Deadline to submit Submetering Protocol (Extension 2) 9

10. Submetering Policy Timeline DateEvent November 13, 2013Commission approves D.13-11-002, approving 2-Phase Pilot Closes R.09-08-009 and opens R.13-11-007 (incl. submetering) January 21, 2013IOUs submit Tier 2 Advice Letters February 10, 2014Parties submit Protests to IOU Advice Letters February 18, 2014IOU submit Replies to Party Protests April 21, 2014Energy Division publishes Draft Resolution May 12, 2014Comments from Parties and IOUs on Draft Resolution June 26, 2014Commission approves Energy Division Resolution E-4651 July 10, 2014IOUs submit Tier 1 Advice Letters in compliance with E-4651 July 11, 2014Prospective MDMAs submit Notices of Participation July 23, 2014Meeting in preparation for Pilot Launch September 1, 2014IOUs & MDMAs begin Customer Enrollment in Submeter Tariffs 10

11. Annual sales have doubled yearly since 2011. July 14, 2014, http://energycenter.org/clean-vehicle-rebate-project/cvrp-project-statistics

12. Despite customer knowledge of PEV TOU rates, adoption barriers remain. 12 http://energycenter.org/clean-vehicle-rebate-project/survey-dashboard Target Customers

13. 13 Submetering Concept 13 1.Meter: Non-utility (customer- owned) load measurement device specifically for PEVs 2.Protocols to integrate meter (accuracy & communication standards, third-party registration and service requirements) with utility programs Billing Models (between the customer, MDMA and IOU) are detailed within the Submetering Roadmap in D.13-11-002.

14. Benefits Maximize the value of EV Ownership Utility Reliability and Enable Notification Utilize PEVs as a Grid Resource Encourage and Increase PEV Adoption 14

15. Maximize the Value of EV Ownership Access to IOUs’ PEV Time-of-Use Rates – Low-Cost or embedded metering technology – Avoid separate service or electrical upgrade Increase use of Low Carbon Fuels – Oil refiners pay PEV drivers per the LCF Standard Overcome barriers to charging station installations – Principal agency problem (cost assignment) in Multi-Unit Dwelling and Commercial Facilities 15

16. Utility Reliability & Notification 16 Based on CEC Low Adoption in CED 2014-2024 Final Forecast, 3.3kW PHEV and 6.6kW BEV Understand customer behaviors Measure & minimize grid impacts Improve customer service

17. Use PEVs as a Grid Resource Verification and settlement of potential storage, demand response, or other grid services Unlock and enable innovation from third party providers (PEV Charging Apps or Memberships) 17

18. Goals for the Pilot Evaluate customer demand under different submetering scenarios Evaluate billing integration and communications costs under different submetering scenarios Evaluate the customer experience to determine customer benefits under submetering Evaluate the potential impacts submetering can have on supporting the State’s ZEV goals 18

19. Guiding Principles Support collaboration between stakeholders Avoid prematurely setting a “California Standard” that might run counter to national efforts Remain open to new technologies and business models in the evolving PEV market. 19

20. Evaluating Customer Experience Comparison of the total cost of metering services Access to PEV tariffs Multiple Submeter MDMAs and PEVs operating behind a primary meter Utility disconnection capability Customer satisfaction Reliability of Data, Technology, and Service Service and Technology Innovations Technology Standardization Cost minimization 20

21. Orders  AL Proposals  Tariffs & Forms Schedule PEVSP Customer Enrollment Form Customer Enrollment Agreement MDMA Registration Form MDMA Registration Agreement Metering Requirements Attachment 1 Performance Standards MDMA Service Requirements Data Format Template Attachment 2 Data Reporting and Transfer Requirements 21 Attachment 1 Performance Standards Approved tariffs & forms will be discussed during the upcoming presentations.

22. Outreach A new dedicated Pilot page on our Alternative Fuel Vehicles website will feature: – Contact information for MDMAs (that opt-in) – List of eligible IOU tariffs – Background and Overview http://www.cpuc.ca.gov/PUC/energy/altvehicles/Plug-In+Electric+Vehicle+Submetering.htm 22

23. 23 EPS Staff Contacts Noel Crisostomo Noel.crisostomo@cpuc.ca.gov 415-703-5404 Adam Langton Adam.langton@cpuc.ca.gov 415-703-1812 CPUC Alternative Fuel Vehicles Page http://www.cpuc.ca.gov/PUC/energy/altvehicles/