Definitions of LIEE Program Cost Variables and Reporting Formats
Costs for the LIEE programs are separated out in several ways in Table TA 7.2. Each of the 16 cost variables along the left side of the table are divided into columns for labor, non-labor, and contract costs. These are then summed into a fourth column, total cost, for each variable.
Costs were allocated to labor, non-labor, and contract categories using the following definitions:66
Labor - any internal direct (administrative and/or implementation) costs (indirect costs are a separate line item), burdened by overhead, that represents person hours.
Non-Labor - all direct internal (administrative and/or implementation) costs (indirect costs are given as a separate line item) not covered under labor.
Contract - all outsourced costs (administrative and/or implementation). Contract costs do not need to be further broken out by labor/non-labor. This category includes agency employees.
With the column heading definitions complete, it is necessary to define the variables listed down the left-hand column of Table TA 7.2. The first five variables in the original Table TA 7.2 in the RRM deal with energy efficiency measures or services. The first variable listed in Table TA 7.2 is "Furnaces (Gas)" and the second is "Other Measures." There was much discussion within the Cost and Bill Savings Standardization Group about the history surrounding the separation of "Furnaces (Gas)" from "Other Measures." In the end, with input from members of the RRM67 and the workshop participants,68 the Cost and Bill Savings Standardization Group decided to redefine the measure breakout into groups that better reflect the sector and fit with potential future measures. Thus the following description of measures diverges from those described in RRM Table TA 7.2 in that the "Furnaces (Gas)" and "Other Measures" groupings are replaced by "Gas Appliances," "Electric Appliances" and "Weatherization Measures."
Gas Appliances - costs related to all LIEE program gas appliance tune-up, repair or replacement. This category excludes inspections.
Electric Appliances - costs related to all LIEE program electric appliance tune-up, repair or replacement. This category excludes inspections.
Weatherization Measures - costs related to all LIEE program weatherization measures, exclusive of inspections.
Outreach & Assessment - costs associated with community outreach or promoting the program to attract participation in the LIEE program exclusive of In Home Energy Education and Education Workshop efforts. This includes all costs associated with door-to-door outreach, pre-participation audits, etc. This does not include inspections.
In Home Energy Education - costs for conducting in-home education efforts for the LIEE program.
Education Workshops - costs for organizing, recruiting customers for, and/or conducting education workshop efforts for the LIEE program.
The original Table TA 7.2 template provided lines for two pilot programs. The number of lines was contracted or expanded as necessary to appropriately document costs associated with all pilot program programs. The specific name of each pilot program is listed, along with associated programs.
There are seven variables covering aspects of LIEE program costs that are not directly attributable to measure installations. These are:
Training Center - Costs attributable to operation of the LIEE program for training activities. This can include either training center or other training activities applicable to the LIEE program.
Inspections - Costs for pre- and post-inspections associated with installation of measures for the LIEE program.
Advertising - Costs attributable to the LIEE program for advertising. This may include LIEE portions of advertising or promotion costs that promote a broader range of programs. This only includes mass media advertising (e.g., TV, newspaper, radio) and direct mail costs.
M&E Studies - Any measurement and evaluation costs that are attributable to the LIEE program efforts.
Regulatory Compliance - The LIEE programs incur costs related to compliance of regulatory issues. These could include, but are not limited to, the utility law department, program managers providing testimony or preparing for testimony, supervisory effort for regulatory issues69.
Other Administration - Additional administration costs that should be allocated to the LIEE program but are not covered by other more specific categories. Allocations to Other Administration are accompanied by a description of the costs.
Indirect Costs - Indirect costs represent the overhead costs of operations that are attributed to the LIEE program based on allocation in proportion to program effort across program type. All recorded program costs are included whether budgeted to the program or not. The portion of the costs that are not part of the LIEE budget should be clearly footnoted.
Next in the left-hand column, there are four oversight costs funded by the utility budgets.
LIAB Start-up - Costs by the LIAB required to oversee the LIEE program efforts that have carried over from the LIAB start-up into present program year costs.
LIAB PY Past Year - Costs by the LIAB required to oversee the LIEE program efforts that have carried over from the LIAB previous year costs into present program year costs.
LIAB PY Present Year - Costs by the LIAB required to oversee the LIEE program efforts.
CPUC Energy Division - Costs by the CPUC Energy Division required to oversee the LIEE program efforts.
The costs are reported for PY 1997, 1998, 1999, and January 1, 2000 through June 30, 2000.
Since the implementation costs cannot be readily allocated by fuel type, the Cost and Bill Savings Standardization Group decided that each utility would prepare a single Table TA 7.2 for each year, covering all costs independent of fuel type.
It is necessary to acknowledge that the utility's accounting systems are complex and unique. Attempts were made to match costs across utilities, to the best of the ability of the existing accounting systems, and to provide information on where and how reported costs differ.
Detailed Tables
Exhibit 0.1
SDG&E Table TA 7.2 - Program Year 1998
Exhibit 0.2
SDG&E Table TA 7.2 - Program Year 1999
Program Costs
This section contains the detailed program costs for each utility and each program year.
Exhibit 0.3
PG&E Table TA 7.2 - Program Year 1997
Exhibit 0.4
PG&E Table TA 7.2 - Program Year 1998
Exhibit 0.5
PG&E Table TA 7.2 - Program Year 1999
Exhibit 0.6
PG&E Table TA 7.2 - Program Year 2000
Exhibit 0.7
SCE Table TA 7.2 - Program Year 1997
Exhibit 0.8
SCE Table TA 7.2 - Program Year 1998
Exhibit 0.9
SCE Table TA 7.2 - Program Year 1999
Exhibit 0.10
SCE Table TA 7.2 - Program Year 2000
Exhibit 0.11
SDG&E Table TA 7.2 - Program Year 1997
Exhibit 0.12
SDG&E Table TA 7.2 - Program Year 2000
Exhibit 0.13
SoCalGas Table TA 7.2 - Program Year 1997
Exhibit 0.14
SoCalGas Table TA 7.2 - Program Year 1998
Exhibit 0.15
SoCalGas Table TA 7.2 - Program Year 1999
Exhibit 0.16
SoCalGas Table TA 7.2 - Program Year 2000
