1. California IOU Evaluation Study and Spend Update
Lucy Morris (PG&E) on behalf of IOU EM&V:
Loan Nguyen – SCG
Jesse Emge – SDG&E
Erin Boyd – PG&E
Shahana Samiullah – SCE
EM&V Quarterly Stakeholder Meeting
June 13, 2017

2. IOU Evaluation Update: Project Status from 2013 – June 2017
Includes studies from and cycles.
Note, numbers don’t reflect how many studies are in the pre-scoping phase (i.e. planned in the EM&V plan or as ad-hoc study need, but not at the stage of developing a full SOW); many more studies in pipeline.
Old Link to PSR is problematic; Best way to access is through CA EE Stats page -->Evaluation --> Evaluation Status and Budgets;

3. Recently Completed Reports
Lighting Savings Overlap Estimation for the Home Energy Reports Program
Analysis of 2008 Title 24 Nonresidential Compliance Site Audits
White paper Mitigating Self-Selection Bias

4. EM&V Admin vs. Non-Admin
Since Jan 1st, 2017, IOUs have monitored EM&V Admin vs. Non-Admin labor hours
Following instruction of D to align with cost categories in Appendix F of the Policy Manual
EM&V Admin activities DO NOT require EM&V SME
These include contract and co-fund management, scheduling meetings, RFP management, PSR/PDA and Service List postings, etc.
Also includes responding to CPUC data requests
EM&V Non-Admin are activities that DO require EM&V SME
These activities include commenting on studies, developing researchable questions, drafting study scopes, etc.
“PAs should keep their EM&V administrative expenses as low as possible and track and disclose them publicly as part of the collaborative process. EM&V administrative expenses should consist of similar cost categories as Utility Administrator Costs for delivery of energy efficiency programs, as defined in D and the EE Policy Manual.” – D (p. 107)

5. PG&E Non-Study Costs For EM&V Activities
2016
2017 Q1 Q2 Q3 Q4
Staff Labor ¹
$479,533
$449,181
$348,080
$529,777
$415,802
EM&V Admin
$20,790
Travel/Training ¹
$4,050
$16,377
$8,431
$14,933
$1,464
Technical advisors
$52,444
$84,109
$54,176
$58,514
$14,552
Overhead ¹
$110,104
$153,134
$117,084
$179,581
$81,813
Total
$646,131
$702,801
$527,771
$782,805
$513,631
Q1 Labor and associated Overhead are lower due to temporary reduction in headcount (2 employees on leave); Overhead low due to lower IT costs
Admin cost estimated by calculating the % of total timesheet hours that are spent on EM&V Admin. That percentage (5%) was then multiplied by the Total Staff Labor (including salary, benefits, vacation and sick time) cost.
¹ spend estimates calculated using activity percentages of bundled standard rate
Staff Labor
Travel/
Training
Technical advisors
Overhead
Salary, benefits, vacation and sick time
Excludes: Pension (paid outside EE budget)
Travel, conference registrations, training costs
Technical advisors supporting study development or review, PCG2 participation, and RTRs
Includes: Payroll taxes; Office costs: IT-telecoms equipment and licenses, office supplies, IT-telecoms support (standing monthly charge), facilities charges (standing monthly charge); General charge-ins: Senior Management, legal, data security and analytics; Professional memberships and support (Calmac, EVO);

6. SCE: Non-Study Costs For EM&V Activities
Q1 2017
Staff Labor
$110,549
EM&V Admin
$30,953
Travel/Training
$1,048
Technical advisors
$6,912
Overhead
$4,368
Total
$122,877
Staff Labor
Travel/
Training
Technical advisors
Overhead
Salary, vacation and sick time.
Excludes: Pension/Benefits (paid outside EE budget)
Travel, conference registrations, training costs
As needed technical advisors supporting PCG2 participation, and RTRs
Includes: IT costs (software, web/phone, remote access, teleconference). Office supplies, office equipment (computers, phones).

7. SDG&E: Non-Study Costs For EM&V Activities
2016 Q1
2016 Q2
2016 Q3
2016 Q4
2017 Q1
Staff Labor
$91,555
$131,671
$174,051
$111,622
$87,354
EM&V Admin -
$25,717
Travel & Training
$2,826
$1,624
$581
$2,039
Technical Advisors
$21,675
$13,583
$18,186
$17,555
$13,081
Overhead ExpenseT
 $2,835
$224 
$2,286 
$3,517
$11,419
Total - Column
$118,891
$146,878
$192,818
$134,733
$112,435
* Combined Straight Time, Vacation/Sick, and Payroll Taxes.
T GRC Labor Loaders such as incentive compensation, pension and benefits, worker’s comp, personal liability and property damage insurance are not charged to energy efficiency.
Quarterly expense for advisors can swing due to time of invoice is billed and paid. Monthly and annual costs can swing due to accruals and reversals.

8. SCG: Non-Study Costs For EM&V Activities
SoCalGas1
Q1 2016
Q2 2016
Q3 2016
Q4 2016
Q1 2017
Staff Labor
$77,380
$56,641
$47,662
$64,773
$65,901
EM&V Admin
$24,383
Travel/Training
$4,583
$1,016
$2,443
$1,360
$455
Technical advisors
$8,184
$32,749
$37,952
$62,434
$20,433
Overhead
$27,630
$85
$-110
$333
$-74
Total
$117,778
$90,491
$87,947
$128,899
$86,715
¹ Annual costs can swing due to accruals and reversals. Quarterly expense for advisors can swing due to time of invoice is billed and paid.
Staff Labor
Travel/
Training
Technical advisors
Overhead
Salary, vacation and sick, payroll taxes
Travel, conference registrations, training costs, membership
Technical advisors supporting study development or review, PCG2 participation, and RTRs
Exclude: Other overhead expenses such as incentive compensation, pension and benefits, worker’s comp, personal liability and property damage insurance, third-party general & administrative and fixed cost loaders are paid outside of EE budget through the GRC.
Include: Affiliate inter-utility billing.

9. Thank you