Budgets

The table below shows the amount of ratepayer funds collected annually in each IOU service territory to fund energy efficiency program activities. By statute, funds must be spent in the service territory from which the funds were collected. Thus, for example, funds collected from PG&E customers may not be spent in SDG&E territory.

Proposals to implement programs on a statewide basis (or in more than one large IOU service territory), should estimate the amount of funding required from each utility using a proportional budget allocation.

Table 5.1. Annual Collections by Service Territory

Utility Service Territory	Electric Budget	Gas Budget	Total Annual Budget	Percentage of Total
PG&E	$106,000,000	$12,888,000	$118,888,000	43%
SCE	$90,000,000	$0	$90,000,000	33%
SDG&E	$32,000,000	$5,500,000	$37,500,000	14%
SoCalGas	$0	$26,995,000	$26,995,000	10%
Statewide Total	$228,000,000	45,383,000	$273,383,000	100%
Percentage of Total	83%	17%	100%

Any program proposal submitted for Commission consideration should include an itemized budget including the following elements (See Appendix B for the required format), as applicable:

Administrative Costs

· Labor

· Benefits

· Overhead

· Travel Costs

· Reporting Costs

· Materials and Handling

· General and Administrative costs

· Subcontractor costs

· IOU Administrative Fee (only for non-IOU programs)

Marketing, Advertising, and Outreach Costs

· Itemized (e.g., 6 brochures, 1000 copies @ $10 each)

Direct Implementation Costs

· Itemized financial incentives (e.g., 100 water heaters @ $75 each)

· Itemized installation costs (e.g., 100 14 SEER Central AC units @$2000 each, installed)

· Itemized activity costs (e.g., 100 walk-through audits @ $500 each)

Evaluation, Measurement and Verification Costs

· Itemized, including subcontractor costs

Other Costs

· Financing costs

· Other

The Commission retains the right to audit any and all expenditures for which the funding source is either the electric PGC or the gas PGC. The Commission and/or its agents may audit IOU expenditures, as well as any contracts or subcontracts utilizing this funding.