February 9, 2010 Prescriptive Whole House Retrofit Program Webinar

2 Program Implementation Plan Updates

3 Webinar Goal Review additions to the Program Implementation Plan (PIP) for the Prescriptive Whole House Retrofit Program (PWHRP) that were made since January 5.

4 Agenda 1)Welcome and Introductions 2)Brief Presentation Surveys and verification Middle income programs Targets and incentives Market research WE&T and contractor recruitment CSI, LIEE and HEES 3)Discussion

5 Updates HERS II audits are not required in PWHRP (pg. 4) Visual in-home displays were added to the measure diagram as a component of California’s base load (pg. 8)

6 Updates Third party verification More stringent verification for new entrants to the program; PWHRP Quality Assurance protocols will be consistent with the nationally recognized standards of the HPwES program; (pg. 9)

7 Updates PG&E will launch a Middle Income Direct Install (MIDI) program during 2010 through a number of local government partnerships. (pg. 13)

8 SDG&E Proposed Residential Moderate Income Campaign Description: Moderate income direct install program that offers no cost installation of prescriptive measures that support a whole house approach toward energy efficiency, along with customer education. Target—Identified residential customers contacted by the LIEE who are ineligible for the LIEE program based on income. Initial focus will be primarily on residential customers at the lower income levels. Implementers: Licensed contractors and LIEE contractors. Measures: Measure offerings will be similar to the prescriptive whole house retrofit program. Marketing: Will develop a collaborative approach that includes LIEE, Partnership, the Statewide ME&O task group and other neighborhood outreach elements that support a whole house prescriptive approach.

9 SCE/SCG Proposed Residential Moderate Income Direct Install (MIDI) Program Description: Moderate income direct install program that offers installation of energy efficient measures at no cost and energy education Program Target: Residential homes contacted by the LIEE program who are above the LIEE income threshold and ineligible for LIEE services Single family Multifamily Manufactured (mobile) homes Implementer: Licensed contractors and LIEE contractors Measures: Similar to Prescriptive Whole House Retrofit program Marketing: Collaborative marketing and outreach efforts that include LIEE, local governments and many elements of the neighborhood approach

10 Estimated Program Targets (pg. 15) The Target 1 estimates are shown as a range from the addressable market to a stretch goal that was derived from analysis of the program budget. It is anticipated that the projections in Table 5 will be continuously updated and discussed in public workshops. (pg. 15)

11 Updates Recognizing that the marketplace is motivated by deadlines, changes to program incentives will be announced to the public to provide adequate adjustment time for contractors and homeowners. The IOUs will discuss the status of program incentives at each public workshop. (pg. 19) Incentives will be consistent statewide (pg. 19)

12 Updates Objectives of proposed statewide market research among homeowners will include renters, multifamily customers and all California income levels above LIEE. (pg. 24) The IOUs plan to conduct primary statewide research among both homeowners and contractors. The IOUs will include Community Based Organizations (CBOs), social marketing firms and the Energy Division as part of an informal advisory committee on the marketing research plan. (pg. 24)

13 Updates Results of the primary research will help the IOUS to: Consider a scaled incentive design for Lower Moderate Income (LMI) customers; Implement experimental methods of marketing outreach that may include: Targeted outreach to neighborhoods with similar vintage homes; and CBO/social marketing-based outreach (especially in moderate income communities and regions that are less engaged in residential retrofit efforts). (pg. 24)

14 Updates The IOUs will summarize the market research and share the findings, as well as any resulting program enhancements, at future public workshops. The full research results will be available to interested parties upon request. (pg. 25) IOUs will hold at least two public meetings each year during the program cycle to gather additional stakeholder input in an effort to continually evaluate and improve the program.

15 Updates Energy Division has had discussions with the California Debt Limit Allocation Committee, which may offer program synergies.

16 Updates Once IOU collaboration with the CEC Clean Energy Workforce Funded training programs begins, the IOUs will conduct a gap analysis of statewide training availability for PWHRP and WHPP to determine where additional training may be required in underserved areas. (pg. 34) IOU courses will not duplicate modules available in the marketplace but will serve a backup role if necessary. (pg. 34)

17 Updates Contractor recruitment efforts will be conducted primarily by third party program implementers – a model that has proven successful in statewide IOU HVAC programs. (pg. 35)

18 Updates Coordination between Whole House, CSI, LIEE and HEES: PWHRP and WHPP links and information on CSI sites; Coordinated messaging through IOU call centers; Links to PWHRP and WHPP landing pages from HEES and LIEE; Plan to utilize targeted messaging during and after each survey; Information about PWHRP and WHPP incentives; and Educational information that encourages customers to reduce then produce. (pg. 38)

19 Moving Forward IOUs will hold at least two public meetings each year during the program cycle to gather additional stakeholder input in an effort to continually evaluate and improve the program.

February 9, 2010 Discussion

Appendices

22 Program Budget (pg. 1)

23 Estimated Gross Impacts (pg. 2)