7. Reporting Requirements for the SMJU

In D.01-05-033, we directed PG&E, SDG&E, SCE and SoCal to submit monthly status reports on rapid deployment, working with Energy Division to ensure that these reports provide the necessary information to effectively monitor program results.¹² Energy Division reports that the reporting guidelines for PG&E, SDG&E, SCE and SoCal have been completed, subject to ongoing refinements as needed.

For the SMJU, we directed Energy Division to develop reporting requirements during the workshop process.¹³ Energy Division recommends that the SMJU reports provide monthly expenditures for LIEE and CARE programs, year-to-date expenditures and yearly budget amounts. The LIEE reports are to include expenditure categories for administration and installation costs broken down by base expenditures and SBX1 5 funded program components. Energy Division recommends that the actual measures installed be accounted for on a monthly and year-to-date basis broken down by base funds and SB5 funds. The report would include kilowatt hour and/or therm savings and kilowatt reduction for the entire program on a monthly basis and year-to-date basis, broken out by base funds and SBX1 5 funds. However, the SMJU would not be required to account for these saving on a per measure basis. Energy Division also recommends that the SMJU provide a narrative of their leveraging practices and report any LIEE installation expenditures not channeled through LIHEAP providers or community-based organizations.

Energy Division recommends that the CARE reports account for administrative and outreach costs as well as discount subsidy costs on a monthly and year-to-date basis, broken out by base and SBX1 5 funding. The reports would also present projections of the annual budgets for each of these costs. Energy Division also recommends that the CARE report show the number of new customers enrolled per month and the current year to date total number of customers enrolled in the program. If the SMJU choose to use capitation fees to increase enrollment, Energy Division recommends that this budget item be reported separately under CARE administration.

Energy Division recommends that the required reports be defined in the SMJU SBX1 5 contracts with the Commission.

Energy Division's recommendations are reasonable and shall be adopted. Energy Division, the Assigned Commissioner or Administrative Law Judge may initiate checkpoint meetings, workshops or other forums, as appropriate, to further monitor the activities and program accomplishments under the SMJU low-income assistance programs.