How and To Whom to Submit Quarterly Reports
o To the CPUC Energy Division: You must send both hard copies and electronic submittal
· Hard Copies to CPUC:
_ 3 printed copies (at least one unbound) of the Quarterly Report Narrative and the Quarterly Report Workbook (You need only print areas with cells containing data)
_ Attachments: 2 copies of all materials and sample forms used in the program
_ Send hard copies and attachments to:
Energy Division Director
California Public Utilities Commission
505 Van Ness Avenue, 4th Floor
San Francisco, CA 94102
o To the Service List (e-mail only)
You should download and use the current service list each time you serve.
The current list is available at
http://www.cpuc.ca.gov/published/service_lists/A0203047_39807.htm
· Notification of Availability of your Quarterly Report.
_ Your e-mail notification subject heading should follow the naming convention described below:
o Low Emission Vehicle Quarterly Report [program implementer name] [quarter covered by report].
_ Your e-mail notification body should contain the following
IOU Low Emission Vehicle (LEV) Programs
Quarterly Reports Narrative Template
Program Implementer Name: |
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Quarter: |
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Period Covered by this Report: |
Provide a brief description of LEV program activities for the quarter (one or two paragraphs)
Section II. Program Summary Data
Provide a list or table that summarizes program budget, expenditures, goals and achievements by end of reporting period. The list or table should include the following, as applicable:
1. Program Expenditures
o Total program budget and total expenditures by end of reporting period (actual and committed displayed separately and totaled)
2. Safety Related Expenditures
For each safety related activity, provide the following data:
o A description of each activity (subject matter, delivery method, material provided, how it relates to safety, etc.)
o Number and description of persons (e.g., fleet customer, residential customer, noncore customer, etc.) to whom safety information delivered
o Number of staff persons involved in each activity and time spent on each
o To the Energy Division care of Energy Division Director submit two copies of all material, including but not limited to safety instructions, flyers, brochures, posters, program announcements, newsletters, website posting, websites, etc. (NOTE: Websites and website postings need not be printed and sent to ED, but please provide list of URLs and brief description of each website and web posting)
o Quantity produced of each piece of material
o Method(s) of distribution and approximate quantities distributed by each method
o Expenditures on each activity and totaled
3. Reliability Related Expenditures
For each reliability related activity, provide the following data:
o A description of each activity (subject matter, description of how activity relates to reliability of electric or gas system, materials developed or obtained, etc.)
o Number of staff persons involved in each activity and time spent on each
o To the Energy Division care of Energy Division Director submit two copies of all materials developed or obtained, including but not limited to studies or analyses of impact of new LEV technology on load, grid or reliability
o Expenditures on each activity and totaled
4. Expenditures for Activity Leading to Less Costly Gas or Electric Service
For each activity that will lead to less costly gas or electric service, provide the following data:
o A description of each activity (subject matter, delivery method, material provided, how it will lead to less costly gas or electric service, etc.)
o Number of staff persons involved in each activity and time spent on each
o To the Energy Division care of Energy Division Director submit two copies of all materials developed or obtained, including but not limited to studies or analyses of how program activity will reduce rates
o Expenditures on each activity and totaled
5. Other Expenditures
o A description of accomplishments not captured within the foregoing section and how they relate to safer, more reliable, or less costly gas or electrical service.
o A description of each activity (subject matter, delivery method, material provided, how it will accomplish Commission-articulated goals for ratepayer-funded IOU LEV programs, etc.)
o Number of staff persons involved in each activity and time spent on each
o To the Energy Division care of Energy Division Director submit two copies of all materials developed or obtained, including but not limited to studies or analyses of how program activity will accomplish Commission-articulated goals for ratepayer-funded LEV programs, etc.
o Expenditures on each activity and totaled
Section III. Additional Items
Please use this section to report issues, information and data not included in the main body of the report, but deemed relevant and important by the program implementer. You may organize this section as you see fit.
