3. Preliminary Scoping Memo

The following major categories of energy efficiency issues are within the scope of this Rulemaking:

1) Review and streamlining of our EM&V protocols and processes to determine savings achieved through the utilities' energy efficiency programs for the post-2008 period, including but not limited to the Database for Energy Efficient Resources (DEER) updates and methodologies;

2) Review of our total resource and program administrator cost tests as established in the Commission's Standard Practice Manual;

3) Review and development of policy rules and reporting requirements;

4) Review of issues related to the effectiveness of utility administration, third-party programs and government partnership programs;

5) Updates to energy efficiency potential studies and savings goals;

6) Implementation of D.09-09-047 and the 2010-2012 Portfolio Plans including, but not limited to,

a. statewide marketing, education and outreach program and branding efforts;

b. development and implementation of the California Statewide Programs for Residential Energy Efficiency;

c. program performance and market transformation metrics;

d. energy efficiency web portal; and

e. budget caps/targets.

7) Planning for the 2013-2015 Program Cycle;

8) Strategic Plan implementation and updates;

9) Coordination with Assembly Bill (AB) 32 implementation and with the American Recovery and Reinvestment Act as they relate to the Commission's energy efficiency programs;

10) Coordination with related Commission proceedings, including the RRIM proceeding (R.09-01-019) and ongoing or new proceedings covering Low-Income Energy Efficiency Programs, Long-term Procurement Plans, Avoided Costs, and Demand Response;

11) Investigation of financing mechanisms for energy efficiency retrofits and new construction;

12) Transition issues and filings related to any outstanding issues for pre-2010 programs, with the exception of RRIM issues; and

13) Review of issues related to implementation of energy efficiency programs by Community Choice Aggregators.

In October 2009, Governor Schwarzenegger signed AB 758. AB 758 adds Section 381.2 to the Public Utilities Code which requires the Commission to open a new proceeding or amend an existing proceeding by March 1, 2010 to investigate the ability of the utilities to provide energy efficiency financing options to their customers for existing buildings. This Rulemaking is the forum for implementation of AB 758.