Reporting Requirements

Quarterly Reports

All implementers of PGC-funded energy efficiency programs will be required to submit reports on a quarterly basis to the IOU contract administrator and the Commission in order to monitor progress. These quarterly reports should also be made available to all interested parties in relevant Commission proceedings and/or posted electronically on a website for ready access by other members of the public. The reports shall contain information on program budgets and expenditures; projects, measures, and/or activities that were funded; the amount of energy savings and peak demand reductions associated with the program expenditures; and other information necessary to monitor compliance with Commission guidelines.

In particular, the Commission will be interested in monitoring progress toward achieving energy and peak demand savings goals established at the beginning of the program implementation process. Quarterly reports should show a comparison of progress with ultimate program goals.

All implementers will be required to submit these quarterly reports on May 1, August 1, November 1, and February 1, throughout the duration of program operation. The first quarterly report of 2002 may be postponed to no later than June 1 for those programs that begin implementation after January 2002. The specific formats and contents for these reports are currently given in the joint Energy Division/Office of Ratepayer Advocates Reporting Requirements Manual 2 (RRM2), updated periodically. A copy of this manual is available by contacting the Energy Division using the contact information on the second page of this manual. We expect that the RRM2 will be updated again prior to the submission of the first quarterly report for 2002.

Annual and Final Reports

In addition to the quarterly reports described above, an annual report will be required to be filed for each approved program that describes the first twelve months of program activity. This annual report should be presented in a similar format to the quarterly reports (see RRM2 formats, when updated) but should include cumulative budget, expenditure, savings, and other program activity information for the duration of the program. Actual comparisons against original program savings goals should also be provided. Any independent or separate evaluation, measurement or verification reports should be included in this annual report either as an attachment or incorporated into the actual report text. For one-year programs the annual report and the final report are equivalent, forming the basis for evaluating the final payments based on program performance described in Chapter 5. For two-year programs the final report shall be submitted on February 1, after the full two years of program activities have been evaluated.